Insight Wealth Strategies
Insight Wealth Strategies

Tel: (800) 878-1665
5000 Executive Parkway
Suite 420
San Ramon, CA 94583

Welcome to Insight Wealth Strategies

Insight Wealth Strategies | Financial Advisor in San Ramon ,CA

About Insight Wealth Strategies

Connect With an Expert Financial Advisor and Get Answers

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

Firm Start Year:   2002
No.of Employees:   20-49
Insurance License#:   0E51255
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


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

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.



Faqs

  • Do you have a customer satisfaction or refund policy? If our client is not satisfied with the financial plan we present, we are happy to return his or her money.
  • What are your qualifications? What is your education background? All of our planners have completed undergraduate (and in some cases more advanced) degrees and earned their NASD Series 6, 7, 63, 65 and 66 and are licensed to sell insurance products.
  • What is your approach to financial planning? We provide a total solution to meet our clients' financial goals by delivering objective, strategic and prudent advice designed to preserve, grow and transfer our clients' assets. We use our proven defined process to produce a customized financial plan which contains specific findings and recommendations regarding our clients' current situation and implement the strategies outlined in the plan.
  • What services do you offer? We do comprehensive financial planning for our clients which includes retirement planning, investment planning, education planning, estate planning, and business owner planning. We also provide asset management for most of our clientele.
  • How many clients do you currently manage? Our firm manages 1100+ clients who all come from a wide variety of backgrounds and have their own unique financial goals and needs.
see more

Disclosures


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.

Insight Wealth Strategies

Insight Wealth Strategies

CERTIFIED FINANCIAL PLANNER™ Certificant


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.

My Services


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.

My Team


David Chazin
David Chazin Managing Partner
David Chazin is a fee-based financial planner and Managing Partner at Insight Wealth Strategies. His practice focuses on helping provide his clients with a comprehensive solution to their financial needs. He delivers objective, strategic, and prudent advice designed to help his clients accumulate, retain and transfer wealth. This typically ranges from assisting clients with their investments by applying proper asset allocation, risk tolerance assessment, and modern portfolio theory tec ...more

Brian Stormont, CFP
Brian Stormont, CFP Partner & CFP
Brian Stormont is a comprehensive, fee-based financial planner with Insight Wealth Strategies who began his career in the financial industry in 2000. His expertise encompasses retirement planning, investment planning, estate planning, and high-level strategies to help business owners and individuals minimize their income taxes. Brian offers objective, strategic advice designed to help his clients accumulate, retain and transfer wealth. He begins by learning about their financial ...more

Cortland Golightly
Cortland Golightly Financial Planner
Cortland and his team specialize in all areas of financial and investment planning. From helping clients with their 401(k), IRA and brokerage account allocations to Life Insurance, Long Term Care and Retirement Income Planning, Cortland realizes the individual nature of each client's situation and enjoys helping build a customized solution that fits their individual needs. Whatever your story is, Cortland and his team will build a plan that will not only give you clarity, but sense of s ...more

Alex Izmailov
Alex Izmailov Financial Planner
Alex's approach to planning centers on using a tailored approach to identifying any gaps in a client's existing plans and making recommendations designed to guide clients throughout all phases of their life, helping them accomplish their goals and stay on track for retirement. In developing investment planning strategies, Alex and his team utilize risk tolerance assessment, asset allocation, category specific tactical and passive management, efficiency frontier, and modern portfolio the ...more

Nate  Hintz
Nate Hintz Financial Planner
Nate Hintz is a financial planner at Insight Wealth Strategies in San Ramon, CA. His primary areas of expertise are retirement, investment, estate, asset preservation, and tax reduction strategies. He is dedicated to understanding his clientsÂ’ needs and goals in order to develop tactical, comprehensive financial solutions. Nate began serving as a financial advisor in 2006 and has maintained a focus on delivering strategic planning advice designed to help his clients accumulate, retain, ...more

Chad Seegers
Chad Seegers Financial Planner, CRPC
Chad began his career with Sagemark Consulting in 2005 and then became a Select member of Sagemarks Private Wealth Services which operated as a national resource for financial planners focusing on Advanced Strategies in the High Net Worth marketplace. Chad then began his partnership with Insight Wealth Strategies in 2013 focused on retirement planning primarily with Oil and Gas employees and executives. His primary areas of expertise are retirement, estate, and investment strat ...more

David Thailing
David Thailing Financial Planner
David Thailing is a comprehensive, fee-based financial planner who began his career in the finance industry in 1993. He has experience with all phases of comprehensive financial planning including customized financial plan design, investment planning, retirement and income planning. He offers objective and strategic advice designed to help his clients accumulate, retain and transfer wealth. He begins by learning about his clients financial aspirations then applies his unique i ...more

Aaron Karas
Aaron Karas Financial Planner
Aaron Karas is a comprehensive, fee-based financial planner who began his career in the financial industry in 2008. His primary areas of expertise are financial planning, investment portfolio management, liability management, trust and estate planning, banking, and hedging strategies. He offers objective, strategic advice designed to help his clients accumulate, retain, protect, and transfer their wealth. In his practice, Aaron focuses on his clients aspirations and uses his un ...more

Derek Hebert
Derek Hebert Financial Planner
Derek is a comprehensive, fee-only financial planner who has been working in the investment and financial services industries for over 12 years. Having come from a long- line of small business owners he has a passion for helping individuals identify opportunities to save money and accumulate assets over the long term. His primary areas of expertise include high level retirement planning (e.g. cash flow and scenario analysis to help determine the optimal retirement timing; pension ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 6:00 PM