Institutional

Anthony Ortale

Chief Operating Officer/CCO

(925) 659-8127

Anthony Ortale is the Chief Compliance Officer for Insight Wealth Strategies, LLC. He has been in the financial services industry since 1998 and has broad experience in areas of compliance, practice management, and operations. Prior to joining Insight, Anthony has worked with financial advisors at TD Ameritrade, Charles Schwab and as Chief Operations Officer at an independent RIA firm.

Anthony earned his B.S. in Political Science from Arizona State University. He lived in San Diego prior to moving to the Bay Area in 2010 and currently resides in Walnut Creek. He enjoys golfing and traveling.

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