David Chazin

Fee-based Financial Planner / Managing Partner at Insight Wealth Strategies.

Financial Adviser at Insight Wealth Strategies in San Ramon, CA

About

David Chazin is a fee-based financial planner and Managing Partner at Insight Wealth Strategies. His practice focuses on helping provide his clients with a comprehensive solution to their financial needs. He delivers objective, strategic, and prudent advice designed to help his clients accumulate, retain and transfer wealth. David's expertise encompasses retirement planning, investment planning/management, estate planning, and high-level strategies to help business owners and individuals minimize their income taxes. 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.

Address
3000 Executive Pkwy Ste 400 in San Ramon, CA 94583
Info
Year started: 2002

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Articles

Guide  

3

Specialties

  • Annuities
  • Business Planning
  • Estate Planning
  • Retirement Planning
  • Risk Management
  • Tax Advantaged Investments

Servicing

Credentials

Licenses

Series 66
Series 7

Background

Experience

Founder
Founder

Education

San Diego