Insight Wealth Strategies
Insight Wealth Strategies

Tel: (925) 659-8020
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

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.

16 Years of Experience


  • CRD# 4081824
  • Insurance License# 0E51255
  • Series: 6, 7, 63, 65, 66
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General Information

Firm Start Year:   2002
No.of Employees:   20-49
Insurance License#:   0E51255
States Licensed in:   CA
Number of Years with Current Firm:   16
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 9 financial planners
and 20 support staff.
I work with the following types of clients:   Businesses , Individual Investors , High Net Worth Families


Services

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 Information

Firm's Number of Clients:   1500+


Compliance

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:   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.



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.
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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 aspirat ...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

Scott Stewart

Scott Stewart


Financial Planner

Scott Stewart is a comprehensive, fee-based financial planner in San Ramon, California. His primary area of expertise is financial planning, investment planning, retirement and income planning, and tax reduction strategies. His goal is to offer objective, strategic advice designed to help his clients accumulate, retain, protect, and transfer their wealth. Scott began working in the financial services industry in 2011. During that time he worked as a trader for Assetmark, Inc (formerly G ...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 clients? 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

John Elfin

John Elfin


CRPC, MBA, Plannner

Jonathan D. Elfin has been an executive in the financial services, lending and insurance businesses since 1982. As a Financial Planner with Insight Wealth Strategies he offers his specialized skills for meeting the needs of executives, retirees, business owners, and families with dependents who have special needs. Jon received his B.A. degree from Washington State University, his MBA from Saint Mary's College in Moraga, California, and earned his Chartered Retirement Planning Counselor d ...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