Brian Stormont, CFP®

Partner / Financial Planner

Brian Stormont is a comprehensive, fee-only financial planner with Insight Wealth Strategies who began his career in the financial industry in 2000. His expertise encompasses retirement planning, investment planning, estate planning, and high-level strategies to help business owners and individuals minimize their income taxes.

Brian offers objective, strategic advice designed to help his clients accumulate, retain and transfer wealth. He begins by learning about their financial aspirations and uses his unique insight to create a plan to help his clients achieve those goals.

Brian works closely with his clients’ attorneys, CPA’s, and other advisors, integrating their efforts to most effectively help his clients implement the recommended strategies. He offers them a great deal of personal attention, guiding his clients through a variety of market conditions.

Prior to joining Insight, Brian trained other financial advisors on advanced investment and retirement concepts, and most recently assisted employees of CPMC hospital in San Francisco with their retirement and investment planning needs. In addition to earning his Certified Fund Specialist (CFS) designation, Brian completed the process of becoming a CERTIFIED FINANCIAL PLANNER™ professional.

Brian grew up in New England and attended the University of Denver, where he graduated with a BS/BA in Finance & Marketing. He moved to the Bay Area in 2004 and currently lives in Oakland, with his wife and 3 kids.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Brian Stormont, CFP®

[email protected]

(925) 659-8006

Partner / Financial Planner