- Home
- About Us
- Services
- Learning Center
-
Companies of Focus
- Lab Employees
-
Oil Company Employees
- Chevron Newsletters
- How Personality Can Affect Performance
- Addressing Financial Planning Issues - Back to Basics
- 11 Financial Resolutions for 2011
- Midyear Review
- The Retirement Risk You Didn't Realize
- A Retirement Savings Tool You Might Be Missing
- Planning for a Long Retirement
- Roth IRA Conversions - a Golden Opportunity
- Demystifying IRA Distributions
- Simplifying Retirement
- Plan Today for Retirement Tomorrow
- Managing Your Cash Flow in Retirement
- Budgeting to Retire
- Investment Risk - There's No Escaping It!
- Lessons Learned from the Market
- The Folly of Market Timing
- Dollar Cost Averaging
- Budgeting the College Lifestyle
- Fitting College Funding Strategies into your Overall Picture
- Five Ways to Cover College Tuition
- Teaching Children About Money
- Prepare Your Estate Plan for Changes in Tax Rules
- Covering All Bases for Timely Estate Planning
- Determining the Need for Disability Income Insurance
- The Hidden Cost of Health Insurance
- The American Taxpayer Relief Act of 2012
- Get Yourself in Tip-Top Tax Shape
- Think Twice About Your ESIP
- Talking Taxes
- Year End Tax List
- How Inflation Affects You
- Now That The Election's All Over
- The Flows in Your Plan
- How to Handle a Financial Windfall
- Dealing with Restructuring
- The Costs of Living Longer
- Tech Company Employees
- Client Center
- Contact Us
San Mateo
Map and Driving Directions to Insight Wealth Strategies' San Mateo office
Insight Wealth Strategies through its partnership with LFA has a financial planning office located at 1510 Fashion Island Blvd, Suite 210 (corner of Mariners Island Blvd) in San Mateo. This office is dedicated to serving the retirement planning, investment planning, estate planning, and business owner planning needs of our clients who live or work in San Mateo, Hillsborough, Redwood City, San Carlos, Belmont, Burlingame, Millbrae, Menlo Park, Atherton, Woodside, Palo Alto, and other cities throughout the Bay Area Peninsula.
To get to our San Mateo office from the South (San Jose area):
- Take 101 North
- Exit 92 East
- Exit Mariners Island Blvd and turn right at the end of the exit ramp
- Go underneath the freeway and turn right at Fashion Island Blvd
- We are on the right side past Mariners Island Blvd
To get to our San Mateo office from the North (San Francisco area):
- Take 101 South
- Exit 92 East/Fashion Island Blvd
- Keep left at the first fork
- Keep right at the fork to continue toward Fashion Island Blvd
- Turn left at Fashion Island Blvd and go underneath the freeway
- We are on the right side past Mariners Island Blvd
To get to our San Mateo office from the East Bay:
- Take 92 West from 880 South or North
- Go over the San Mateo Bridge
- Exit Mariners Island Blvd/Edgewater Blvd
- Turn left at Fashion Island Blvd at the end of the exit ramp
- Make a U-turn at Mariners Island Blvd
- We are on the right side

