At Insight Wealth Strategies, we have a San Ramon team that specializes in providing comprehensive financial planning, retirement planning and investment management services. Each certified financial planner has experience in wealth planning that encompasses all scenarios for future events. We also have an in-house portfolio management team that creates risk-specific portfolios and monitors them for our clients, providing accurate information on performance and adjustments as needed.
Reach out to one of our financial advisors in the San Ramon area now by completing the form below.
The San Ramon fee-only wealth management team has been working with individuals just like you since 2002 by helping them with retirement and wealth planning. We offer fee-only financial planning services, meaning there are no conflicts of interest with our financial advisors as we do not receive any other form of compensation other than the fee we receive from the clients we work with based on assets under management.
Managing Partner/Financial Advisor
Lead Advisor
Lead Advisor
At Insight Wealth Strategies, each certified financial planner focuses on retirement planning, investment management, tax reduction, 401(k) and more. We are fiduciaries meaning we serve in our client’s best interest by understanding each of their unique objectives and concerns to help them achieve their financial goals. We are uniquely positioned in the Bay Area to provide services to many neighboring towns including: Danville, Alamo, Dublin and Pleasanton.
We have unique expertise and knowledge about Chevron from working with over 500 Chevron employees in San Ramon California as well as Houston, Texas since 2002 with their financial planning and investment needs.
We also have helped over 200 Lawrence Livermore National Laboratory (LLNL) employees understand their options for the UC retirement assets, make decisions about their UCRP money and understand the differences between TCP1 and TCP2.
At Insight our all-encompassing financial services allow us to assess our client’s situation from every angle and make a plan based on their financial goals and risk tolerance. We strive to help them maximize their wealth through tax reduction strategies, 401k rollover and overall sensible wealth management strategies, so that they can enjoy their hard-earned savings. Our financial advisors work with our clients through all life stages and adjust our comprehensive financial plan to accommodate any change in circumstance that may arise.
If you are needing further financial services, Insight Wealth Strategies can help. If you are located in Texas, we also offer Houston financial planning and Houston wealth management. If you are in California, we further offer Bay Area financial advisors to help with your financial decisions and goals.
Investment management is the managing of financial assets and other investments—not just buying and selling them. Management includes developing a short- or long-term plan for obtaining and disposing of portfolio holdings by a dedicated wealth manager.
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. Currently, Brian is an active member of the Financial Planner Association of the East Bay and also the Estate Planning Council of Diablo Valley. In addition to earning his Certified Fund Specialist (CFS) designation, Brian completed the process of becoming a CERTIFIED FINANCIAL PLANNER™ professional in 2013.
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 Are in 2004 and currently lives in Orinda with his wife, 3 kids, 4 goats, 8 chickens and 2 dogs.
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.
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 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
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.
