Headquarters

5000 Executive Parkway, Ste 420 San Ramon, CA 94583

INSIGHT WEALTH STRATEGIES, LLC. RANKED AMONG THE FASTEST GROWING PRIVATE COMPANIES IN THE BAY AREA BY THE SAN FRANCISCO BUSINESS TIMES

For Immediate Release 10.30.20
Contact: (Camille Mobley)
(925-659-8028)
(cmobley@insight2wealth.com)

San Ramon, CA, October 30, 2020 – Insight Wealth Strategies, LLC. announced today that it has been ranked no. 41 by the San Francisco Business Times on the 29th annual Fastest Growing Private Companies in the Bay Area list, an exclusive ranking of the region’s fastest growing private companies; one of the most important segments of the local economy. The winners and rankings were unveiled at a virtual awards ceremony on October 29, 2020. This is Insight Wealth Strategies’ first year on the list.
The financial planners at Insight Wealth Strategies are dedicated to helping clients define and create a plan to achieve their financial goals. We pride ourselves on delivering objective, strategic, and prudent advice designed to help our clients accumulate, retain, protect and transfer wealth. Our team of financial planners has experience in comprehensive financial planning including retirement and investment planning.
“Our region is renowned as a hub for innovation and as an ecosystem that fosters growth companies,” said Mary Huss, Publisher of the San Francisco Business Times. “Insight Wealth Strategies, LLC., along with all of the companies on the list deserve special recognition because they fuel our regional economy.”
“Insight Wealth Strategies has benefited from its symbiotic relationship with the Bay Area for over 18 years. The consistent growth we have achieved can be attributed to our unwavering commitment to our clients and the communities where they live”, said David Chazin, Founder and CEO.

About Insight Wealth Strategies

Insight Wealth Strategies, LLC is an independent, fee-only SEC registered investment firm. Founded in 2002 by David Chazin, CEO, it has expanded its presence through San Francisco Bay Area and Texas with offices in: San Ramon, Livermore, Point Richmond, and Houston, TX.

About San Francisco Business Times

The San Francisco Business Times is the #1 print and online source for Bay Area business news and information on the most successful people, companies and transactions in the region. Every Friday, the Business Times arrives with an in-depth lineup of breaking local news stories, business profiles and valuable industry rankings. From technology and sustainability to small business, biotech, hospitality, real estate and banking, the Business Times covers the most relevant and timely topics for the Bay Area business community. SanFranciscoBusinessTimes.com takes the Business Times brand known for its insight, analysis and high journalistic standards and extends it to the Internet. Thousands of established and up and coming executives visit SanFranciscoBusinessTimes.com every day looking for the information they need to do Business in the Bay Area.

The San Francisco Business Times partners with Moss Adams LLP to conduct the research and produce the Fast 100 and Fast 50 Lists. Fast 100 and Fast 50 companies are ranked on percentage revenue growth from 2017 to 2019. Insight Wealth Strategies did not pay a fee to participate in this rating, nor did we solicit it.