January Planner Spotlight

Derek Hebert

Motivated by his passion for business, finance, and helping people. This January’s Planner Spotlight goes to Derek Hebert from the San Ramon Insight Wealth Strategies Team. Derek’s compassionate methods of helping his clients reach their financial goals has been a highlight in our company.

Since joining the team 3 years ago, Derek says his favorite thing about working at Insight is,” The ability to work with a great team who supports my growth as a planner. This includes everyone from the paraplanners, to the business development team, investment team, and business processing team. They do a great job and I thank them for their support. I also enjoy working as part of a wholly independent, fee-only Fiduciary. This allows me to focus on my clients and not have to worry about having a larger firm putting pressure on me to sell a certain number of commissionable products each month. We do not take commissions, and this helps my clients know we are doing what’s in their best interests.”

On top of caring for his clients, Derek is a passionate man of faith, family, and giving back to the poor. That includes helping impoverished children and orphans in India and in Latin America through being a member of the Knights of Columbus and the Danville Rotary Club.

Derek has a few travel spots on his bucket list such as enjoying a sunny vacation in Bora Bora and staying in one of Tahiti’s famous over water bungalows. One of his secret talents includes solving a Rubik’s cube in under one minute. When he is not at work, he can be found at home with his wife and three little kids or occasionally on the golf course.