Featured Business Financial Advisor in San Ramon, CA
San Ramon Financial Advisors
Insight Wealth Strategies
5000 Executive Parkway, Suite 420
San Ramon, CA 94583
(925) 659-8020
“Welcome to Insight Wealth Strategies”
Advisor Profile
Insight Wealth Strategies
Name:  Insight Wealth Strategies
Phone Number:  (925) 659-8020
Website:  Visit Website
Disclosure Link:
https://www.insight2wealth.c...
Disclaimer
Insight Wealth Strategies, LLC is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Insight Wealth Strategies, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Insight Wealth Strategies, LLC unless a client service agreement is in place.

About Insight Wealth Strategies

We are a team of fiduciaries, we serve you and your best interest; we help you achieve your financial goals by understanding your unique objectives and concerns. Our planners will analyze your particular situation and offer recommendations that best suit you. We can also help you implement your financial plan and periodically review your plan as circumstances or goals change. We pride ourselves on delivering objective, strategic, and prudent advice designed to help our clients accumulate, protect and transfer wealth.

Our comprehensive, personalized service focuses on understanding your objectives in any or all of the following areas: retirement planning, investment planning, estate planning, tax reduction strategies and/or business succession planning.

We have offices across the Bay Area: San Ramon, Livermore, and Point Richmond, and in Houston, TX. We are conveniently located to better suit our clients' needs. Our professionals have over 100 years combined of experience in financial services. We can help address your needs of today and for many years to come. We look forward to working with you through all stages of your life.
 

General Information

Gender:    Male
CRD#:    4081824
Insurance License#:    0E51255
States Licensed in:    CA
States Willing to do Business in:   
Years of Experience in Financial Services:    17
Number of Years with Current Firm:    17
Work Experience:    Insight Wealth Strategies was founded in 2002 by David Chazin, who gained 20 plus years of financial experience as the founder and CEO of two successful companies. Due to continued success, David Chazin has grown Insight Wealth Strategies from a financial planning firm of 5 to a bolstered team, with 10 financial planners and 22 support staff.
I work with the following types of clients:    Individual Investors, High Net Worth Families, Businesses
 

Education

Academic Background
 
BS, Business - San Diego State University
 

Services

Investment Types:    International Investments, Alternative Investments, Mutual Funds, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:    At your office, At my office, Via phone
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Insurance and Annuity Licenses:    Disability, Annuity, Health, Variable Life, Life, Variable Annuity, Long Term Care
 

Firm Information

Firm's Number of Clients:    1500+
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Subscriptions, Based on Assets, Commissions, Flat Fee, Hourly
Additional Details on Charges:    A fee-based approach best allows me to help you meet your financial needs and goals. Under my fixed-fee approach, you are fully aware of how I am compensated and have the greatest assurance that I am making recommendations in your best interests. Additionally, based on my commitment to client service, I do my best to be flexible about my compensation method to ensure you are comfortable.
 
 
 
Prepared By: Insight Wealth Strategies
 
 
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