Address

2603 Camino Ramon, Suite 350
San Ramon, CA 94583

Contact Number

800-318-7848

Email Address

info@insigtht2wealth.com

Client Service Manager

Cristina has been an integral part of Insight Wealth Strategies’ team since 2016 and previously served as Administrative Assistant to Chad Seegers. Cristina currently oversees the daily operations and procedures by managing the office, giving support to all of our Houston planners with meeting schedules and the client database. She is responsible for creating and implementing client’s paperwork processes and resources in order to provide the best customer care experience.