Companies of Focus

Insight Wealth Strategies has developed a niche in meeting the financial planning needs of employees at a few specific companies in the San Francisco Bay Area, Irvine and Bakersfield, CA, as well as in Houston, TX.

Our San Ramon and Livermore offices are there to assist with retirement planning, investment planning, and estate planning needs of Lab employees.

Because our San Ramon office is right next door, we work with many large Oil Company employees on retirement planning, investment planning, estate planning, stock option planning, and tax reduction strategies. Our Bakersfield and Irvine, CA, and Houston, TX offices are conveniently located near our Oil Company Employees as well.

We also work with many Tech Company employees on their retirement planning, investment planning, estate planning, and tax reduction strategies, especially important in light of this year's acquisition. 

If you are interested in learning about what Insight Wealth Strategies can do for your company, please contact our Managing Partner David Chazin at


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