Headquarters

5000 Executive Parkway, Ste 420 San Ramon, CA 94583

Office Administrator

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.