David Chazin, Financial Planner and Managing Director for Insight Wealth Strategies based in San Ramon, CA, has been awarded Planner of the Year for the Pacific Region of Lincoln Financial Advisors for the third consecutive year. This award recognizes best practices, outstanding performance and excellence in financial planning.
“David, his team of Planners and the staff at Insight Wealth Strategies are dedicated to helping clients reach their financial goals. Under David’s leadership, the Insight team delivers objective, strategic, and prudent advice to help their clients accumulate, retain, and transfer wealth” says William Fortner, Managing Director at Lincoln’s San Ramon office.
Insight Wealth Strategies has experienced continual growth since it began. Chazin specializes in comprehensive retirement planning with high net worth individuals, professionals and business owners. Furthermore, his focus on oil company employees and working with government lab employees, has given him the increased knowledge in these industries.
Recently, Insight Wealth Strategies has expanded into Texas. This has allowed the company to better serve their existing and growing client base as well as respond to the needs of Houston based Oil Company employees. In addition to their main office in San Ramon, CA, Insight Wealth Strategies has offices located in Livermore, Point Richmond and now Houston, TX.
Madelyn Dreyer, Regional Director of Operations for Lincoln, has worked with David Chazin for the past decade. Dreyer says, “With his deep commitment to comprehensive planning for his clients and making sure that their financial goals are met, we are proud that he is one of our top planners.”