SAN RAMON, CA, UNITED STATES, June 14, 2016 — David Chazin, Managing Partner of Insight Wealth Strategies, has announced the addition of three Financial Planners to the already stellar core of Insight; all of whom offer comprehensive and strategic financial advice to the company’s growing client base in the greater Bay Area.
Alex Izmailov has joined Insight as a fee-based Financial Planner who offers services in all phases of customized financial, investment, income and retirement planning, as well as implementing tax reduction strategies for high-net-worth clients and business owners. Alex began his financial career in 2006 providing strategic analysis and personalized financial plans to help clients reach their financial and retirement goals. In 2013, he joined Insight Wealth Strategies as an Investment Support Specialist and within a year was promoted to Director of Client Services. He also serves as a key member of the Insight Investment Committee which continually researches, analyzes and implements investment strategies.
Cortland Golightly joins the company as a fee-based Financial Planner and has served in a variety of roles at various financial institutions, brings a breadth of knowledge and experience. Before becoming an independent advisor with Insight, Cortland built a practice focused on creating financial plans for his clients while at Morgan Stanley Wealth Management from 2010 to 2015. Prior to that, he held a position at the Hartford Insurance Company where he was promoted to manage their Northern California office. Cortland will continue to utilize his experience to build comprehensive and strategic financial plans and investment solutions for his clients at Insight Wealth Strategies, helping clients reach their long-term financial goals.
Nate Hintz has come onboard as a financial planner at Insight Wealth Strategies in San Ramon, CA with expertise in retirement, investment, estate, asset preservation, and tax reduction strategies. He began his financial career in 2006. Prior to joining Insight, Nate worked at Merrill Lynch as a financial advisor providing financial planning and guidance to clients. He earned recognition for his success through multiple achievements of the Above and Beyond Award. Originally raised in Peru and Ecuador, Nate moved to California in 2001 where he is often found hiking along the coastal trails with his German shepherd.
All of these financial planners call the Bay Area their home and are involved in a multitude of community services as well as local educational and sports activities.
ABOUT THE COMPANY
Insight Wealth Strategies is a comprehensive financial planning company that specializes in working with clients currently employed, or retired from, the oil and gas industry. Insight Wealth Strategies financial planners provide objective, strategic, and effective advice to help clients accumulate, retain and transfer wealth. By applying in-depth planning, proper asset allocation, risk tolerance assessment, modern portfolio theory and investment analysis, they deliver financial solutions specific to their clients’ needs. In addition to their continued commitment to a disciplined long-term planning process for building clients’ wealth, they have an ongoing and strong dedication to delivering extraordinary customer service. Besides their office in San Ramon, Insight has offices located in Livermore, Point Richmond, Bakersfield, Irvine, California, and Houston, Texas.
More information about Insight Wealth Strategies can be found at insight2wealth.com or by calling (800) 318-7848.
Insight Wealth Strategies is not an affiliate of Lincoln Financial Advisors Corp.
David Chazin, Alex Izmailov, Cortland Golightly and Nate Hintz are registered representatives of Lincoln Financial Advisors Corp. Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies.
3000 Executive Parkway, Suite 400, San Ramon, CA 94583. (925) 659-0217. CRN1508503-052316