David Chazin Email & Phone Number

I am a fee-based comprehensive financial planner and CEO of Insight Wealth Strategies. Over the past 23 years, I have helped hundreds of high net worth individuals and families with:1. Retirement Planning2. Investment Planning3. Estate Planning4. Business Succession Planning5. Tax Reduction Strategies6. College Funding 7. Employee Stock Option PlanningI enjoy helping my clients identify their financial planning goals and offer expert guidance on how to reach them. I have mostly worked with employees from the Oil and Gas industry, such as Chevron as well as the Lawrence Livermore National Laboratory.I have been listed as a Five Star Financial Advisor in Paladin Registry. For 5 years in a row (2010-2015), I was listed as the “Select Wealth Manager”, as published in the Diablo Magazine*. (*The Five Star Wealth Manager Award is independently produced by Five Star Professional (FSP) and is based on data from financial advisors, regulatory disclosures, and FSP research. Neither the advisors nor their parent firm pay a fee to FSP for the nomination or award. Working with a Five Star Wealth Manager is no guarantee of investment success. For more information go http://bit'ly/2dVQQFc)Insight Wealth Strategies is headquartered in San Ramon, CA with the other offices in Livermore and Point Richmond, CA and Houston, TX.Company Headquarters:2603 Camino Ramon, Suite 350San Ramon, CA 94583Phone: (925) 659-8020Insight2wealth.com

Listed skills include Retirement Planning, Financial Planning, Asset Allocation, Portfolio Management, and 17 others.