Advisor Details

Advisor Details

Financial Advisor in San Ramon, CA

Personal Bio

Derek is a comprehensive, fee-only financial planner who has been working in the investment and financial services industries for over 12 years. Having come from a long-line of small business owners he has a passion for helping individuals identify opportunities to save money and accumulate assets over the long term. His primary areas of expertise include high level retirement planning (e.g. cash flow and scenario analysis to help determine the optimal retirement timing; pension and IRA evaluations, 401(k) rollovers, corporate benefit analysis etc.), tax planning (including real estate), investment planning, and estate planning strategies.

Having worked through the great recession Derek witnessed firsthand the risks associated with investing, and the importance of developing a thorough financial plan coupled with a disciplined investment strategy. He enjoys listening and understanding each client’s unique situation; and has found that through in-depth financial planning there are almost always opportunities to help individuals simplify their lives, decrease risk, and increase their chances of a successful future.

Derek grew up in New England and graduated from Stonehill College with a bachelor’s degree in Business Administration, with a Finance concentration. He later graduated with an Executive Certificate in Financial Planning from Santa Clara University. He has previously passed his Series 7, 63, and 65 registrations.

Derek was a three-sport athlete in college – competing in soccer, golf and track & field. He was fortunate to be honored as a three time All-American, once as an NCAA Track & Field athlete, and achieving the status twice as a high school soccer player and captain. Derek currently resides in Danville with his wife Anne and three young children. He enjoys all types of fitness, including watching and participating in most sports. He also loves travelling, the movies, music, playing chess and getting together with family and friends. He continues to give charitably to his community and for many years has been sponsoring impoverished children and orphans around the world.

Firm Name

Insight Wealth Strategies, LLC

Firm Bio

We are a team of fiduciaries – we serve you and your best interest; by understanding your unique objectives and concerns, we help you achieve your financial goals. Our planners will analyze your particular situation and offer recommendations that best suit you. We will also help you implement your financial plan and periodically review it as circumstances or goals change. We pride ourselves on delivering objective, strategic, and prudent advice designed to help our clients accumulate, protect, and transfer wealth.

Since 2002, Insight Wealth Strategies has gained invaluable experience and fine-tuned our technique. Our financial planning process provides comprehensive cross-disciplinary advice, precise execution and high quality personalized service.

Firm SEC/CRD #

293644

Research this Firm:

BROKER CHECK
SEC

NASAA

Firm Logo

logo

Advisor SEC/CRD #

6469554

Research this Advisor:

    BROKER CHECK
    SEC
    NASAA

    Disclaimer

    Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Insight Wealth Strategies, LLC), or any non-investment related content, made reference to, directly or indirectly, in the newsletter/blog/article content will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in a newsletter/blog/article serves as the receipt of, or as a substitute for, personalized investment advice from IWS. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. IWS is neither a law firm nor a certified public accounting firm and no portion of the newsletter/blog/article content should be construed as legal or accounting advice. If you are an IWS client, please remember to contact IWS if there are any changes in your personal/financial situation or investment objectives for the purpose of reviewing/evaluating/revising our previous recommendations and/or services. A copy of the IWS’ current written disclosure statement discussing our advisory services and fees is available upon request. 

Contact:

5000 Executive Parkway
San Ramon, CA 94583

derek@insight2wealth.com

(925) 659-8131

Schedule an Introduction

Leave a Review

Your email address will not be published. Required fields are marked *

Rate your overall experience with this Financial Advisor.

  • Add Your Listing to Financial Advisors.com Sign Up With Us Here: