David Chazin is a fee-based financial planner who serves as Managing Partner at Insight Wealth Strategies. His practice focuses on helping to 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.

Robert Dillow brings to Insight Wealth Strategies over 18 years of expertise assisting retirees, executives, owners of closely held businesses, and affluent families.

Eric Weissman is a comprehensive, fee-based financial planner who specializes in helping his clients achieve their wealth goals concerning both retirement and estate planning, as well as other diverse financial objectives. Using detailed portfolio analysis and incorporating current and projected economic needs, Eric helps both individuals and organizations to position themselves for success. In addition, he enjoys providing educational seminars on various topics pertaining to general investing, as well as those specific to retirement planning.

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.

Jay Schurman is a fee-based financial planner and partner at Insight Wealth Strategies / Lincoln Financial Advisors. Jay‘s expertise encompasses retirement planning, investment planning/management, business retirement plans, estate planning, and high-level strategies to help business owners and individuals minimize their income taxes. He works closely with his clients as helps them turn their retirement savings into a retirement paycheck.

Through his affiliation with Lincoln Financial Advisors Corp., Virg specializes in providing fee-based financial planning by creating a roadmap to help you achieve your financial goals. He collaborates with your existing advisors and develop creative design ideas uniquely tailored to your needs and priorities. Ultimately, he helps to protect, preserve, and manage your wealth by taking your planning to the next level.

Chris McClure is a fee-based financial planner with Insight Wealth Strategies who joined Lincoln Financial Advisors in San Ramon in 1994 working with business owners, pre-retirees and retirees.

Scott J. Cangelosi is a licensed, non-practicing attorney and a CERTIFIED FINANCIAL PLANNER™ practitioner with 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.

Antonio Dominguez is a financial planning professional that has been serving clients since 2004. He is a registered representative and a licensed California life insurance agent. His financial planning approach integrates clients’ objectives into a personalized plan that can be updated as life changes occur.

Edward Rusnak joined Lincoln Financial Advisors to assist business owners and families make better decisions in the areas of wealth management, retirement income planning, risk management and estate planning. Through our partnership with Lincoln Financial Advisors Corp., Edward can provide customized solutions for our clients’ needs.

Jon Lee, the Plan Design Coordinator for Insight Wealth Strategies, has been working in the financial services industry for over 15 years.

As a Director of Planning for Lincoln Financial Advisors Corp, Tom Christensen, CFP®, CRPC, works with planners to build a clear understanding of the issues involved as well as the possible solutions available.

Lisa Shinhira is a fee-based Financial Planner with Insight Wealth Strategies. She joined our team in 2010 after three years fulfilling a similar capacity at Lincoln Financial Advisors Corp. and is committed to helping individuals, families, and businesses with their personal financial decisions. Her main role is working as our Director of Client Services in implementing the investment, estate, retirement, and tax reduction strategies available by the practice.

With a background in Business Management and Client Relations, April brings a level of professional experience to her position in Business Development for Insight. Prior to her position here, April specialized in building divisions within companies from the ground up and has always had an entrepreneurial mindset. Her background includes management, sales, banking/finanace and real estate. April has a natural passion for helping people and is a supporter of Breast Cancer research/awareness.

With a background and education in marketing, Rosan Dela Cruz joined the Insight team to boost marketing efforts. A few of her duties include the management of drip mailing campaigns, Search Engine Optimization and finding qualified leads. She graduated from California State University, East Bay with a Bachelor’s degree in Business Administration and options in Corporate Management and Advertising.

Rebecca is the Business Processing Manager for Insight. She manages the processing of new business and assists with maintaining existing client accounts. Rebecca has experience in marketing, insurance, commercial real estate and financial services.

Alice is a Financial Planning Associate for Insight. Her duties include helping out with proposals, tracking fund performance and maintaining files and databases. She earned a BS in Economics from UC-Davis and an MBA from JFK University in Walnut Creek.

Raiya is a Financial Planning Associate at Insight Wealth Strategies. She assists in financial planning processes, manages and updates client databases, and coordinates proposals for clients. She graduated from UC Davis with a bachelor's degree in Economics.

Before joining the Insight team, Barry worked in the financial services area and worked with an insurance company as the sales and marketing director. He is a graduate of California State University, Chico with a degree in Economics.

Insight Wealth Strategies planners are registered through Lincoln Financial Advisors Corp., one of the nation's leading fee-based financial planning firms, which boasts the strength and stability of its 105-year-old heritage. Some of the resources with whom we work closely through our affiliation with Lincoln Financial Advisors are:

Robert E. Appel, J.D.*, LL.M., M.B.A.
Donna L. Rowan, J.D.*, LL.M., CLU®, ChFC®
Nasser Ali, CFA, CFP®, AAMS, CMFC
Timothy S. Johnson, J.D.*
Robert A. Studin, CFP®, PFS, CPA*, J.D.*