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.
|Firm Start Year:||2002|
|States Licensed in:||CA|
|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|
|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
|Insurance and Annuity Licenses:||Disability , Annuity , Health , Variable Life , Life , Variable Annuity , Long Term Care|
|Firm's Number of Clients:||1500+|
|Registered Investment Advisor:||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.|
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.
Insight Wealth Strategies' approach is based on understanding one's objectives, and using that to put together a comprehensive financial plan. We specialize in retirement planning, investment planning, estate planning, tax reduction strategies, and business succession planning.
We help clients by building a customized solution to fit each individual's needs, and don't focus on making a commission by selling products.
We have an obligation to our clients to make objective recommendations in their best interests, not ours. We are held to high ethical and compliance standards and each financial planner maintains their fiduciary commitment to the client.
Our mission is to help our San Francisco Bay Area clients define and create a comprehensive financial plan, enabling them to reach their financial goals.
Financial Planning for Individuals
We are dedicated to helping our clients define and create a plan to reach their goals. By specializing in retirement planning, investment planning, estate planning, and tax reduction strategies, we realize the individual nature of each clients' situation and use this knowledge to build a customized solution that fits their individual needs.
|Mon.||8:00 AM - 6:00 PM|
|Tue.||8:00 AM - 6:00 PM|
|Wed.||8:00 AM - 6:00 PM|
|Thu.||8:00 AM - 6:00 PM|
|Fri.||8:00 AM - 6:00 PM|