Headquarters

5000 Executive Parkway, Ste 420 San Ramon, CA 94583

Associate Advisor

Paolo joined Insight Wealth Strategies in 2019 as a Paraplanner and works with the client service team in assisting in the creation of financial plans. 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.