Address

2603 Camino Ramon, Suite 350 San Ramon, CA 94583

Contact Number

800-318-7848

Email Address

info@insight2wealth.com

Our Team

Partners

Team Members

Request your consultation today and come meet the team!




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    Bay Area Financial Planner

    David Chazin

    Founder/Managing Partner

    David Chazin is a fee-only financial advisor for Insight Wealth Strategies. His practice focuses on helping provide his clients with a comprehensive solution to their financial needs. He delivers objective, strategic, and prudent advice designed to help his clients accumulate, retain and transfer wealth.

    This typically ranges from assisting clients with their investments by applying proper asset allocation, risk tolerance assessment, and modern portfolio theory techniques, to developing a customized, fully comprehensive financial plan identifying issues that need to be addressed and outlining steps that need to be taken.

    David’s expertise encompasses retirement planning, investment planning/management, estate planning, and high-level strategies to help business owners and individuals minimize their income taxes. He works closely with his clients’ attorneys, CPA’s, and other advisors, integrating their efforts to most effectively help his clients implement the recommended strategies to guide them toward their financial goals, giving them a great deal of personal attention and adapting their plan to fit their ever-changing lives.

    Prior to founding Insight Wealth Strategies, David gained twenty-plus years of financial experience as the founder and CEO of two successful companies: in 1989, he started Lasertek, a pioneer in the field of remanufacturing print toner cartridges, and in 1994, he started BooksNow, one of the first internet bookstores. He studied Business at San Diego State University.

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    Bay Area Financial Planner

    Brian Stormont, CFP®

    Managing Partner/Financial Advisor

    Brian Stormont is a comprehensive, fee-only financial advisor 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.

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    Houston Financial Planner

    Chad Seegers, CRPC®

    Managing Partner/Financial Advisor

    Chad began his career with Sagemark Consulting in 2005 and then became a Select member of Sagemark’s Private Wealth Services which operated as a national resource for financial planners focusing on Advanced Strategies in the High Net Worth marketplace. Chad then began his partnership with Insight Wealth Strategies in 2013 focused on retirement planning primarily with Oil and Gas employees and executives. His primary areas of expertise are retirement, estate, and investment strategies as he serves as Investment Strategist for the financial planning team.

    Chad is an involved emerging leader with the Global Interdependence Center which is a monetary policy and global trade think tank for the Philadelphia Federal Reserve Bank. He is also a supporting Member of the World Affairs Council.

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    Bay Area Financial Planner

    Michael Agorastos, CFP®

    Financial Planner/Market Strategist

    Michael is a comprehensive, fee-only financial planner who began his financial services career with Insight Wealth Strategies in 2013. His primary areas of expertise cover retirement planning (e.g. cash flow analysis, developing retirement income strategies, stock option planning, corporate benefit analysis, etc.), investment planning, and high-level income tax reduction strategies for individuals and small business owners.

    Michael’s approach to financial planning is to first understand the client’s unique situation and goals and begin identifying any gaps that may exist within the current plan the client may have in place. He believes that providing individuals with observations and taking the time to educate a client is just as important as the objective recommendations that he presents. Michael provides a great deal of personal attention to his clients and continues to monitor and adjust their financial plan as they progress through major life events and milestones.

    Michael grew up in Fremont, CA before attending California State University, Chico and earning his degree in Business Administration with an option in Finance. He has previously passed his Series 7, 66, and Life and Health Insurance Licenses. In addition, Michael completed the process of becoming a CERTIFIED FINANCIAL PLANNER™ professional.

    He currently lives in Danville with his wife Lauren. In their free time they can be found outside training for triathlons, watching bay area sports teams or traveling around the United States attending Zac Brown Band concerts.

    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.

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    Alex Austin, CFP®

    Financial Planner

    Alex is a comprehensive, fee-only financial planner. Alex made a career move into personal financial planning and investment management after 10 years in investment banking and corporate finance to find more meaning in his work and better match his personality and interests to his career. It’s worked out better than he could have imagined.

    Alex has experience with all phases of comprehensive financial planning including customized financial plan design, investment planning, retirement and income planning in getting clients to and through retirement.

    He believes the process begins by learning about his clients’ financial aspirations and understanding their short-term and long-term goals. From there he uses planning tools to create a financial plan to help towards achieving those goals.

    Alex earned his undergraduate degree in accounting from Purdue University and his Master’s in Finance and Fiscal Policy from Cornell University. Alex also completed the process of becoming a CERTIFIED FINANCIAL PLANNER™ professional.

    During his free time, Alex enjoys traveling and seeing the different parts of the country and world. Alex also helps candidates with exam preparation for the CFP® national exam, is engaged with organizations addressing wealth disparity, and does pro bono financial planning with CASH Campaign that promotes economic advancement for low-to-moderate income individuals and families.

    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. 

    Kim Conley

    Director of Client Services

    Kim graduated with a Finance and Administration degree from Western University in Canada and spent over 5 years working at the head office of a Canadian life insurance company. She then moved to Finland for 5 years, where she traveled around Europe, obtained her MBA, and worked as a Head of People for a growing tech startup. Now in California, Kim joined Insight Wealth Strategies leading the HR and Operations functions. She enjoys hiking, traveling, baking, and carbs..

    Paolo Coronel

    Associate Advisor

    Paolo joined Insight Wealth Strategies in 2019 and works as an Associate Advisor on our Advisory team creating financial plans and implementing investment management strategies for our clients. He holds a Bachelor’s degree in Finance from California Baptist University and has previously passed his Series 7 and 66 licenses as well as his CA life, health and variable insurance.

    Paolo started in the industry as Paraplanner with another financial planning firm right after graduating where he helped private wealth advisors build financial plans and assisted in providing excellent service for clients.
     
    He grew up in Dublin and has always lived in the East Bay. His personal interests include sports, cooking and music. In his free time you can find him playing his guitar, mixing and producing music, cooking a perfect rib-eye steak or playing pick-up basketball in the park.

    Cole Durkin

    Portfolio Manager

    Cole began his career with Sagemark Consulting in 2016 as an investment support specialist where he assisted with portfolio management for a team of advisors. He joined the Houston Insight Wealth Strategies team in 2018, where his responsibilities consist of researching, constructing, and managing portfolios for clients and advisors. Cole earned his BBA in Finance from Lamar University. Following his undergraduate degree, he earned his Master’s in Investment Management and Financial Analysis from Creighton University. Also, he is a member of the Global Interdependence Center. Lastly, he has previously passed his Series 7 and Series 66.

    Camille Mobley

    Director of Operations

    Camille obtained her Bachelor’s degree in English from Chico State and worked in Marketing for Safeway shortly after graduating. She moved to Las Vegas for 2 ½ years and worked in Marketing for Caesars Entertainment while also obtaining her MBA. Camille moved back to California where she and her husband welcomed their first child, Aiden, in 2016 and now their second child, Caleb, in 2019. In her free time she enjoys hiking, wakeboarding, camping, reading, and traveling.

    Erica Needham

    Marketing Coordinator

    Erica worked in sales and hospitality management for 15 years prior to joining Insight Wealth Strategies. She started in the restaurant world and worked her way up to Director of Sales and Events at The Faculty Club of U.C. Berkeley. She is a Bay Area native and moved to Dublin with her family in 2019. In her free time she enjoys board games, hiking and reading. 

    Houston Financial Planner

    Aaron Karas, CFP®

    Financial Advisor

    Aaron Karas is a comprehensive, fee-only financial advisor who began his career in the financial industry in 2008. His primary areas of expertise are financial planning, investment portfolio management, liability management, trust and estate planning, banking, and hedging strategies. He offers objective, strategic advice designed to help his clients accumulate, retain, protect, and transfer their wealth.

    In his practice, Aaron focuses on his clients’ aspirations and uses his unique insight to create a financial plan and brings his passion for excellence in helping his clients achieve their goals. He works closely with his clients’ attorneys, CPAs, and other advisors, integrating their efforts to effectively help his clients implement the recommended strategies to guide them toward their financial goals; Aaron provides a great deal of personal attention to help adapt their plan to fit their current circumstances.
     
    Prior to joining the Insight team, Aaron was an advisor/financial planner at Wells Fargo. Before that, he was a licensed private banker at JP Morgan Chase where he assisted clients with their investments, both commercial & personal.
     
    Aaron achieved his Bachelor of Arts degree from Baylor University and was a letterman of the football team. At Baylor, he cultivated his passion for helping others achieve their goals. He is a proud husband and father and lives in The Woodlands, TX where he was raised.
     
    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.
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    Anthony Ortale

    Chief Executive Officer

    Anthony Ortale is the Chief Operations and Compliance Officer at Insight Wealth Strategies, LLC. He has been in the financial services industry since 1998 and has broad experience in areas of compliance, practice management, and operations. Prior to joining Insight, Anthony has worked with financial advisors at TD Ameritrade, Charles Schwab and as Chief Operations Officer at an independent RIA firm.

    Anthony earned his B.S. in Political Science from Arizona State University. He lived in San Diego prior to moving to the Bay Area in 2010 and currently resides in Danville. He enjoys golfing and traveling.

    Andre Paiva, CRPC®

    Associate Advisor

    Andre joined Insight Wealth Strategies in 2018 and works as an Associate Advisor on our Advisory team creating financial plans and implementing investment management strategies for our clients. He holds a Bachelor’s degree in Business Management from University of Phoenix, he has previously passed his Series 7 and 66 licenses as well as CA life and health insurance, and is a notary public.

    He started in the industry as a Client Service Manager with an outside financial planning firm back in 2013 where he helped advisors build financial plans and helped clients with strategy implementation.

    Andre is originally from Brazil and moved to the Bay Area with his family in 1992 where he has lived since. When he is not in the office, Andre enjoys traveling with his wife, camping, and fishing.

    Tim Raftis, CFP®

    Financial Planner

    Tim Raftis is a comprehensive, fee-only financial planner with Insight Wealth Strategies. With over 30 years in the financial services industry, Tim draws on his extensive experience to offer clients customized solutions to managing their wealth.  

    Tim is a problem solver who works to simplify clients’ financial lives. He assists clients in identifying and prioritizing their various goals – including investments, tax planning, retirement income, and wealth transfer – then develops strategies customized to suit their personal circumstances and their own unique feelings and attitudes. 

    Tim is passionate about building lasting relationships with clients through his commitment to providing exceptional personalized service.

    Tim grew up in Seattle, WA and Summit, NJ, and attended Trinity College in Hartford, CT, where he graduated with a BA in Economics. He received his certificate in Personal Financial Planning from UC Berkeley and completed the process of becoming a CERTIFIED FINANCIAL PLANNER™ professional. 

    Tim lives in Moraga, CA with his wife Jennifer, and enjoys swimming, hiking, and golf.

    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. 

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    Cristina Walker

    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.