Lead Advisor
Andre Paiva, CRPC®
Andre joined Insight Wealth Strategies in 2018 and works as a Lead Advisor on our Advisory team creating financial plans and implementing investment management strategies for our clients. His primary area of expertise lies in retirement planning with a focus on developing retirement income strategies, corporate benefit analysis and stock option planning. He holds a Bachelor’s degree in Business Management from University of Phoenix.
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.