My journey is about providing each client with the best research and insight I can deliver to assist them in reaching the future they want to have. I believe in a proactive approach to life planning. I am a business owner. I’ve been practicing financial planning in Orange County, California since 1980. I also serve as a board member at large for Friends of the Children’s Museum at La Habra, and the philanthropic organization, Help for Brain Injured Children of La Habra. Prior to beginning my career as a financial planner, I graduated from California State University, San Bernardino with Bachelor of Arts degrees in both business administration and French.
Insight Financial Advisors is located in Santa Ana, California. We are a financial service organization with professionals serving business owners and individual investors. Insight Financial Advisors follows a detailed Financial Planning Process which includes, at its core, a real relationship with our clients beyond just being acquainted with their investments.
Using a fee-based approach, we provide financial planning, business planning, and investment management services for individual, trust, endowment, corporate, and qualified pension accounts. Our firm specializes in retirement planning, employee benefits, investment portfolio management, qualified plan design and implementation, and elder planning issues. We follow a detailed financial planning process by defining goals and objectives, analyzing personal and business data, and identifying strategies in the scope of a disciplined method to assist clients in making sound financial decisions.
At Insight Financial Advisors, we do not have “customers” – we have clients, friends, and extended family. We have the privilege of watching over our clients, assisting them to make the best choices for themselves and their family, and looking out for their future. Our goal is that our clients reach their goal, and our client’s win always comes before our win.
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Testimonials may not be representative of the experience of other financial professionals and are no guarantee of future performance or success.
Wanda Delgado, CFP®, Owner & Founder – Insight Financial Advisors. Securities offered through Cambridge Investment Research, Inc. A registered broker/dealer. Member FINRA/SIPC. Investment Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning Services through Insight Financial Advisors, a Registered Investment Advisor. Insight Financial Advisors and Cambridge are not affiliated.
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