Insight Wealth Strategies
CEO & Financial Planner
David is a fee-based comprehensive financial planner working in the San Francisco Bay Area. Over the past 16 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 and Point Richmond, 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 5 years in a row, he has been listed as the “Select Wealth Manager”, as published in the Diablo Magazine.
Assets Under Management: