Insight Wealth Strategies
Managing Partner & Financial Planner
David is a fee-based comprehensive financial planner working in the San Francisco Bay Area. Over the past 13 years, he has helped hundreds of high net worth individuals and families with retirement planning, investment planning, estate planning, business succession planning, tax reduction strategies, college funding , and employee stock option planning.
In 2002 David founded Insight Wealth Strategies, a fee-based financial planning firm headquartered in San Ramon with other offices in Livermore, Irvine, Point Richmond and Bakersfield, CA and Houston, TX.
David enjoys helping his clients identify their financial planning objectives and offering guidance on how to reach them. He works closely with his clients' attorneys, CPA's, and other advisors, integrating their efforts to most effectively help his clients implement the recommended strategies to guide them toward their financial goals, giving them a great deal of personal attention and adapting their plan to fit their ever-changing lives.
David has been listed as a Five Star Wealth Manager in Paladin Registry. For the last 5 years in a row, he has been listed as the “Select Wealth Manager”, as published in the Diablo Magazine.
David is a registered representative of Lincoln Financial Advisor.
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.
CA Insurance License #0D45501
Insight Wealth Strategies is not an affiliate of Lincoln Financial Advisors.