Insight Wealth Strategies Expands Team and Services for Clients

David Chazin, Managing Partner of Insight Wealth Strategies, has announced the addition of two Financial Planners to their team in San Ramon. In addition to offering comprehensive and strategic financial advice to the company’s growing clientele base, Insight will now offer Special Needs Planning Strategies.

Jon Elfin has practiced fee based financial planning for 15 years. He brings his expertise in the area of Special Needs Planning Strategies to Insight Wealth Strategies. “I have a 22 year old son, Jake, with a rare genetic condition that causes some severe delay,” Jon said, “Jake needs ongoing assistance in many areas and will never live completely independently. Through my personal planning for Jake, helping clients, and being immersed in the special needs community, I’ve developed an expertise and network to help families plan for their special loved one.”

Jon and Insight plan to partner together to offer critical financial planning advice for such families. On his decision to join Insight, Jon said, “The Insight Team has a strong expertise surrounding Chevron and Livermore Lab retirement plans. The planning for their clients is custom, and they handle every detail with extreme care. Because they treat their clients like family, their customer care is outstanding.”

Jon donates much time to his community. In addition to other charitable roles, Jon has served as a Special Olympics coach and as a founding member of Sunflower Hill, a non-profit dedicated to creating a sustainable community for adults with special needs.

Christopher J. Davidson joins Insight Wealth Strategies with experience in all phases of comprehensive financial planning. CJ began his career in the financial industry 9 years ago in New York City where he provided trade support for hedge funds with GlobeOp. From there he was recruited for the first team at Met Life. He was then recruited again to run the MetLife Investment desk for California and Hawaii in his home state of California.

CJ will be essential to Insight for providing service to their growing number of clients. “Coming to Insight has confirmed that, in great concentration, the highest level of service still exists,” CJ said about his decision to partner with Insight.

CJ lives in Walnut Creek with his puppy, Kingston. He enjoys travelling to see his clients, staying healthy, and following Bay Area sports.

ABOUT THE COMPANY

Insight Wealth Strategies is a financial planning firm dedicated to helping clients create a plan to reach their financial goals. Insight Wealth Strategies financial planners deliver objective, strategic, and prudent advice designed to help clients accumulate, protect and transfer wealth. Whether your goal is to prepare for retirement, save for college, establish an estate strategy, or generate income in retirement, their comprehensive and personalized services will be catered to your unique objectives. Insight Wealth Strategies offices are located across California in San Ramon, Livermore, Point Richmond, Bakersfield and Irvine, as well as in Houston, Texas.

More information about Insight Wealth Strategies can be found by calling (800) 318-7848 or by emailing info@insight2wealth.com

David Chazin, Jon Elfin, and Christopher J. Davidson are registered representatives of Lincoln Financial Advisors Corp.

Securities and advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln Marketing and Insurance Agency, LLC and Lincoln Associates Insurance Agency, Inc. and other fine companies. Insight Wealth Strategies is not an affiliate of Lincoln Financial Advisors Corp. 3000 Executive Parkway, Suite 400, San Ramon, CA 94583. (925) 659-0217. CRN1702602-020317