Contact Info



Thank you for your interest in Insight Wealth Strategies

We are committed to providing you with outstanding service and would be delighted to answer any inquiry you might have. Please use one of the methods of communication listed below to reach us.  We are available from Monday to Friday, 7am-6pm PST & CST and after hours by appointment only.  We look forward to hearing from you.

California Offices

(925) 659-8020

Houston Office

(713) 609-9635


(888) 611-4147

Additional Contact Information

Already a client?

Call client services at (800) 878-1665 or email your inquiries to

Interested in becoming a client?

Please call us at (925) 659-8020 or email your inquiries to

Career Opportunities

To explore current openings at Insight Wealth Strategies, please click here

Strategic Partnerships

To discuss a strategic partnership, please email

To speak with David Chazin, the CEO of Insight Wealth Strategies

Please contact him by email