Company Profile

Insight Wealth Strategies' mission is to help our San Francisco Bay Area, Bakersfield and Irvine, CA, and Houston, TX clients define and create a comprehensive financial plan, enabling them to reach their financial objectives in the areas of retirement planning, investment planning, estate planning, business succession planning and tax reduction.

Insight Wealth Strategies was founded by David Chazin, the Managing Partner and a fee-based financial planner. 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. Learn more about David Chazin by visiting his Linkedin.com page.
View David Chazin's profile on LinkedIn

Prior to founding Insight Wealth Strategies, David ran a fee-based financial planning practice with Lincoln Financial Advisors Corp. for nearly 10 years. He also gained twenty-plus years of financial experience as the founder and CEO of two successful companies: in 1989, he started Lasertek, a pioneer in the field of remanufacturing print toner cartridges, and in 1994, he started BooksNow, the first internet bookstore.

The Insight Wealth Strategies approach is based on understanding your objectives, and then charging a fee to put together an objective comprehensive financial plan based on those objectives. Our focus is to help you create the plan that's right for you rather than make a commission by selling you products.

We strive to make the complex simple and utilize our financial planning process to provide cross-disciplinary advice, precise execution and high quality personal service.

We have an obligation to our clients to make objective recommendations in your best interests, not ours. We are held to high ethical and compliance standards.

 

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