Client Service Manager

Mindy Macalino

After graduating from the University of California, Davis with majors in Communication and Psychology, Mindy resided in Hawaii and later San Diego before returning to her hometown to live closer with her family and settle down.

Email

mmacalino@insight2wealth.com

Call

(925) 659-8027

Shortly afterwards, she transitioned into her current role as a Client Service Manager at Insight Wealth Strategies in 2024. In this position, she ensures a seamless onboarding experience for clients and serves as a trusted liaison between clients and the firm, addressing inquiries, scheduling meetings, processing paperwork, and maintaining accuracy in the client database.

Outside of work, Mindy enjoys exercising at the gym, reading personal development and psychology books, meditating, and basking in the sun.