Insight Capital Management

Dustin Blodgett is a financial advisor with Insight Capital Management in Concord, CA, holding the CFP® designation and Series 63 and 65 licenses. He has 12 years of industry experience and has worked at firms including Independent Financial Group, Arkadios Capital, and AccuVest Global Advisors. Outside of his advisory work, he is licensed to provide term life insurance to clients. Insight Capital Management is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as trusts and foundations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and educational workshops, tailoring investment strategies to clients’ goals and risk tolerance using both fundamental and technical analysis.

Scott Berg is a financial advisor at Insight Capital Management with 42 years of industry experience. He holds a Series 63 designation and has worked at firms including Resource Investment Architects, Inc. and Arkadios Wealth. Outside of his advisory role, Berg is a martial arts instructor. Insight Capital Management is an SEC-registered advisory firm serving individual and high-net-worth clients, trusts, and foundations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and educational workshops, tailoring investment strategies to clients’ goals and risk tolerance using a combination of fundamental and technical analysis.

Phillip Rice is a financial advisor at Insight Capital Management with five years of industry experience. He holds a Series 65 designation and has been with Insight Capital Management since 2012. The firm serves individual and high-net-worth clients, as well as trusts, foundations, and other entities, managing approximately $330 million across about 374 client relationships. Insight Capital Management provides discretionary and non-discretionary portfolio management, financial planning, and educational workshops, tailoring investment recommendations to clients’ goals and risk tolerance using a combination of fundamental and technical analysis.

Michael Chapman is a financial advisor at Insight Capital Management with a Series 65 designation and experience starting in 2024. Prior to joining Insight Capital Management, he worked at Elm Acres Inc. and Acquivest Inc. Insight Capital Management is an SEC-registered advisory firm serving individual and high-net-worth clients, as well as trusts, foundations, and other entities. The firm manages approximately $330 million across about 374 client relationships and offers portfolio management, financial planning, and educational workshops, using a combination of fundamental and technical analysis tailored to clients’ goals and risk tolerance.