Advisor at Insight Wealth Strategies, LLC
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Firm
Insight Wealth Strategies, LLC
Location
San Ramon, CA 94583
Credentials
Series 66
Industry experience
19 years
Chad Seegers is a financial advisor at Insight Wealth Strategies, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Advisors and Mutual Securities, Inc. since 2018, he has been with Insight Wealth Strategies. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term, model-driven investment process using low-cost ETFs, individual stocks, and access to alternative holdings, and emphasizes documented strategy-level composites and educational programs.
Based on Insight Wealth Strategies, LLC
Based on Insight Wealth Strategies, LLC
Flat fees for financial planning and consulting services up to $50,000; Retirement Plan Consulting flat fees up to $40,000 annually
Hourly fees for financial planning and consulting services up to $500/hour
Account minimum: $20,000 Fee-only: Financial planning hourly fee up to $500/hour; flat fees up to $50,000; retainer not exceeding $1,200 when services cannot be rendered within 6 months
2603 Camino Ramon, Suite 350
San Ramon, CA 94583
California · Texas
Insight Wealth Strategies, Llc.
2018 - Present (8 years)
Mutual Securities, Inc.
2018 - 2020 (2 years)
Lincoln Financial Advisors
2007 - 2018 (11 years)
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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CFP®, CFA®
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Private Financial Management LLC
Dave's experience in investment management and financial planning uniquely position him to serve as his client's independent trusted advisor - a personal chief financial officer that can discreetly navigate the tides affecting your financial life. Professional highlights include portfolio management on Union Bank municipal investment team which earned recognition as the best in the industry by Barron's in 2008 and 2009; lead investment management responsibility at a $300M financial planning firm; and working with amazing entrepreneurs, executives, and families. David's education includes a Chartered Financial Analyst (CFA) designation, a Certified Financial Planning (CFP) designation, and a U.C. Berkeley bachelor's degree where he conducted a study on evidenced based investment management with Haas Professor of Investments David Distad. David launched PFM to continue building upon his vision of complete personal financial management: discreet and unwavering focus on how expert financial management can help a client achieve her goals. From setting and achieving goals, to preparing you for all of life's contingencies and investing for your future - David helps his client's understand what they should be doing, and then helps them get it done.
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