Wealth advice that helps inspire confidence

Issa Norcini Consulting Group

Today’s retirement plan landscape is changing rapidly. As a plan sponsor, you may face daily challenges optimizing your plan, meeting your fiduciary and regulatory obligations, and educating your employees. We take a collaborative approach to helping you address these challenges. And working together, we can chart a path to help you manage plan complexity.

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Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • N. Abraham Issa Profile Photo

    N. Abraham Issa, CFP

    Senior Vice President–Wealth Management

    Financial Advisor

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    • AR
    • CA
    • DC
    • FL
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
    • NC
    • NJ
    • NV
    • NY
    • OK
    • PR
    • SC
    • TN
    • TX
    • VA
    • WI

    Abraham joined the financial services industry in 1993 and focuses on the growth and preservation of wealth for business owners, executives and retirees. Abraham holds the Certified Financial Planner designation and is a graduate of the University of Nebraska College of Law, where he received his J.D. and practiced law in the area of civil litigation. Armed with this broad experience, Abraham has a unique ability to understand, develop and implement comprehensive wealth planning strategies.

    Over the years, Abraham has developed a special knowledge of corporate qualified and non-qualified plans and incentive programs, and has earned the Retirement Plan Consultant (RPC) designation. He is the co-founder of the Issa Norcini Consulting Group which serves corporations, professional associations, and small business owners on the design and implementation of corporate retirement plans and takes on the role of investment Fiduciary. As part of his community engagement, he is currently the Chairman of the Pension Board for the Town of SurfSide.

    Recognizing the importance of the arts to the development of his community and its youth, Abraham serves on the Board of Directors for the Florida affiliate of Arts for Learning/Young Audience. He is also a member of the Florida Bar Grievance committee, and serves on the Florida Bar State Wide Committee for the Unlicensed Practice of Law.

    Abraham enjoys an active life, primarily Windsurfing, Mountain Biking, Sculling and restoring classic cars.

      • University of Nebraska College of Law, J.D. and practiced law in the area of civil litigation
      • Retirement Plan Consultant
      • Wealth Advisor
      • Portfolio Manager
      100 SE 2nd Street
      Suite 2500
      Miami, FL 33131
    • Martin Norcini Profile Photo

      Martin Norcini

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AZ
      • CA
      • CO
      • DC
      • DE
      • FL
      • GA
      • IL
      • IN
      • LA
      • MA
      • MD
      • ME
      • NC
      • NJ
      • NV
      • NY
      • PA
      • TN
      • TX
      • VA

      My financial services career began in 1988 with Smith Barney followed by four years at Prudential Securities. After nearly sixteen years at Oppenheimer & Co. I joined UBS in 2013. I served four years in the United States Air Force prior to receiving a B.S. degree in Engineering Science from Pennsylvania State University. This prepared me well for the mathematical tools and analytics used in portfolio management.

      In 2002 I completed the Certified Investment Management Analyst (CIMA) curriculum at the University of Pennsylvania Wharton School and am certified as an Accredited Investment Fiduciary (AIF) by Fi360. Both certifications mark a commitment to ethical and fiduciary excellence. I'm FINRA registered and the securities licenses I hold include the Series 3, 7, 63, and 65 Licenses in addition to Life, Health, and Annuity Insurance Licenses.

      My motto is simple. It takes years to gain someone's trust, but only seconds to lose it. I engender trust with clients by educating them on a broad range of investment products, by being transparent on how an investment solution was determined, and encouraging them to become engaged in their own wealth management. With this mutual understanding, I ensure that clients have both realistic expectations and an understanding of the risks and rewards inherent in their investments. At the core of my wealth management philosophy is that "all roads lead to retirement". By utilizing both short and long-term financial planning strategies, my goal is to provide my clients with a roadmap to a worry free lifestyle.

        • Pennsylvania State University, B.S. degree in Engineering Science
        • Portfolio Manager
        100 SE 2nd Street
        Suite 2500
        Miami, FL 33131

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