Insight Wealth Strategies

Insight Wealth Strategies is a Financial Planner in San Ramon, CA. The firm operates as a fee-only wealth management team that has served individuals and families throughout the Bay Area since 2002. Advisors work with clients in Alamo, Dublin, Livermore, Walnut Creek, Danville, Moraga, Lafayette, and Pleasanton to maximize retirement savings and enhance financial legacies. The practice holds a 5.00 rating based on 22 reviews.

The San Ramon team includes Brian Stormont, CFP, as Managing Partner, alongside lead advisors Michael Agorastos, CFP, and Tim Raftis, CFP. Each advisor focuses on retirement planning, investment management, tax reduction, and 401(k) strategies. As fiduciaries, the firm prioritizes client best interests by assessing unique goals and risk tolerances. The company has specific expertise in advising employees of Chevron and Lawrence Livermore National Laboratory, having worked with over 500 Chevron employees and more than 200 LLNL staff since 2002. Services include strategic planning for retirement income, active portfolio oversight, and tax-efficient strategies for the transition from earning years to retirement. The firm uses a sophisticated modeling approach to project annual income, expenses, and net worth growth, while coordinating with other professionals such as attorneys and CPAs to ensure complementary estate and investment strategies.

The office is located at 12657 Alcosta Blvd #470. It sits directly on Alcosta Boulevard, about a quarter mile from the San Ramon Transit Center. San Ramon Regional Medical Center is approximately three-tenths of a mile away, and SRVFD Fire Station 34 is also within a short distance.

Insight Wealth Strategies maintains a solid reputation among the customers it has served. The firm stands out in San Ramon for its long-standing focus on fiduciary duty and its specialized experience with large corporate employer retirement plans.