David Chazin

Personal Finance, Retirement, Investing
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“Financial Planner helping high net worth individuals (HNWI) with a comprehensive solution to their Investment, Retirement and Estate Planning.”
Firm:

Insight Wealth Strategies

Job Title:

Managing Partner & Financial Planner

Biography:

David is a fee-based comprehensive financial planner working in the San Francisco Bay Area. Over the past 15 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 the last 5 years in a row, he has been listed as the “Select Wealth Manager”, as published in the Diablo Magazine.

Assets Under Management:

$500 million

Fee Structure:

Custom

CRD Number:

4506422

Insurance License:

#OD45501

All Articles
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March 2018
    Career / Compensation, Small Business
April 2018
    Tax Deductions / Credits, Taxes
last month
    Retirement, Retirement Plans
June 2017
    Lifestage Based Planning
December 2017
    Investing, Retirement, Retirement Savings

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