Nationwide Financial Planners

National Coverage

Local Professionals

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
Insight Wealth Strategies is a marketing name for registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, a broker-dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. CRN1964652-120517

About Insight Wealth Strategies

Welcome to Insight Wealth Strategies. We are dedicated to
helping our clients define and create a plan to reach their
financial goals. 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.

With offices across the Bay Area: San Ramon, Livermore, and
Point Richmond, 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
Name of Broker/Dealer:    Lincoln Financial Advisors Corp.
States Licensed in:    CA
States Willing to do Business in:   
Years of Experience in Financial Services:    15
Number of Years with Current Firm:    15
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 12 financial planners
and 12 support staff.
I work with the following types of clients:    Executives, High Net Worth Families, 401(k) Plans, Businesses, Individual Investors


Academic Background
BS, Business - San Diego State University


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

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 7, Series 6, Series 63, Series 65, Series 66
Insurance and Annuity Licenses:    Health, Annuity, Disability, Life, Variable Annuity, Long Term Care, Variable Life

Firm Information

Firm's Number of Clients:    1100+


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 & Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $100,000
Compensation Methods:    Subscriptions, Flat Fee, Hourly, Based on Assets, Commissions
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

This website provides information related to the subjects covered. Before making any financial or legal decisions, a professional should be consulted.