Insight Wealth Strategies is dedicated to helping our San Ramon, Livermore, Point Richmond, Bakersfield and Irvine, CA and Houston, TX clients define and create a plan to reach their financial goals. We pride ourselves on delivering objective, strategic, and prudent advice designed to help our clients accumulate, protect and transfer wealth. Insight Wealth Strategies was founded in 2002 by David Chazin, the Managing Partner and a fee-based financial planner. Over the years Insight has grown to include 11 planners across six locations in order to better meet the needs of our clients. Our expertise in comprehensive financial planning includes retirement planning, estate planning strategies, wealth management, risk management, life event planning and business succession planning. The Insight Wealth Strategies approach is based on understanding your objectives. We provide fee-based customized financial services to deliver a comprehensive financial plan based on your objectives. Our focus is to help you create the plan thatÍs right for you. Registered associates of Insight Wealth Strategies are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors, 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) 275-0300. Insight Wealth Strategies is not an affiliate of Lincoln Financial Advisors Corp. CRN1449217-032116