David Chazin

Founder / Managing Partner at Insight Wealth Strategies
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Contact Information
us****@****om
(386) 825-5501
Location
San Ramon, California, United States, US
Languages
  • English Native or bilingual proficiency

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Bio

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Credentials

  • General Securities Representative Examination
    Financial Industry Regulatory Authority (FINRA)
    Jun, 2002
    - Oct, 2024
  • Uniform Combined State Law Examination (NASAA)
    Financial Industry Regulatory Authority (FINRA)
    Apr, 2002
    - Oct, 2024
  • California Life and Health License
    -

Experience

  • Insight Wealth Strategies
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Founder / Managing Partner
      • May 2002 - Present

      As the CEO of Insight Wealth Strategies, LLC I help clients with comprehensive solutions to their financial needs. I recognized that every client has a unique situation and that is the reason why our financial planners use a tailored approach to identify any gaps in a client’s existing plans and make recommendations designed to guide clients throughout all phases of their life. Our goal is to deliver objective, strategic, and prudent advice designed to help our clients accumulate, retain and eventually transfer wealth. Our specialties include: 1. Retirement Planning 2. Investment Planning 3. Estate Planning 4. Business Succession Planning 5. Tax Reduction Strategies 6. College Funding 7. Employee Stock Option Planning Show less

  • Booksnow.com
    • France
    • Leisure, Travel & Tourism
    • Founder & CEO
      • Jul 1994 - Sep 2000

      As founder and CEO, I was responsible for overseeing all P & L, sales, marketing, finance and operations of this ground breaking internet company. Successfully sold BooksNow.com to publicly held company Digital Couriers Technologies, Inc. (DCTI). As founder and CEO, I was responsible for overseeing all P & L, sales, marketing, finance and operations of this ground breaking internet company. Successfully sold BooksNow.com to publicly held company Digital Couriers Technologies, Inc. (DCTI).

  • Lasertek, Inc.
    • Canada
    • IT Services and IT Consulting
    • Founder & CEO
      • Feb 1989 - Jun 1994

      As founder and CEO of one of the largest toner and cartridge company, I was responsible for overseeing the company's growth & operations. As founder and CEO of one of the largest toner and cartridge company, I was responsible for overseeing the company's growth & operations.

Education

  • San Diego State University
    Business
    1978 - 1982
  • Granada Hills
    1972 - 1974

Community

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