5000 Executive Parkway, Ste 420 San Ramon, CA 94583

Financial Planner

David Thailing is a comprehensive, fee-only financial planner who began his career in the finance industry in 1993. He has experience with all phases of comprehensive financial planning including customized financial plan design, investment planning, retirement and income planning. He offers objective and strategic advice designed to help his clients accumulate, retain and transfer wealth. He begins by learning about his clients’ financial aspirations then applies his unique insight to create a financial plan to help them towards achieving those goals.

David works closely with his clients’ attorneys, CPAs, and other advisors, to properly integrate his clients’ strategies in the most effective and cohesive manner. He provides a great deal of personal attention to his clients in order to guide them through life’s key events and diverse market conditions.
Prior to joining Insight, David has structured, originated and distributed over $1.9 billion of real estate securities which required training other financial advisors on advanced income generating concepts.
David earned his undergraduate degree from Southern Methodist University and his Masters of Business Administration from the Jones School of Management at Rice University. During his free time, David and his wife of 20 years enjoy traveling, hiking and contributing time to community organizations that serve disadvantaged children.