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
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:||16|
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 9 financial planners
and 20 support staff.
|I work with the following types of clients:||Businesses , Individual Investors , High Net Worth Families|
|Investment Types:||Bonds , Stocks , Alternative Investments , Insurance , Annuities , Exchange Traded Funds (ETFs) , Mutual Funds , International Investments|
|I can meet clients in the following ways:||At my office , At your office , Via phone|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Disability , Health , Life , Long Term Care , Variable Annuity , Variable Life , Annuity|
|Firm's Number of Clients:||1500+|
|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:||Commissions , Subscriptions , Based on Assets , Hourly , Flat Fee|
|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.
Partner & CFP
CRPC, MBA, Plannner
|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|