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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
Disclosure Link:
https://www.insight2wealth.c...
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.

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.
 

General Information

Gender:    Male
CRD#:    4081824
Insurance License#:    0E51255
States Licensed in:    CA
States Willing to do Business in:   
Years of Experience in Financial Services:    16
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
 

Education

Academic Background
 
BS, Business - San Diego State University
 

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

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 6, Series 7, Series 63, Series 66, Series 65
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.
 
 
 
Prepared By: Insight Wealth Strategies

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