About My Practice
Insight Financial Advisors is a financial service organization with professionals serving business owners and individual investors since 1980. Using a fee based approach, we provide financial planning, business planning and investment management services for individual, trust, endowment, corporate, and qualified pension accounts.
Our firm specializes in retirement planning, employee benefits, investment portfolio management, qualified plan design and implementation, and elder planning issues.
We follow a detailed Financial Planning Process by defining goals and objectives, analyzing personal and business data, and identifying strategies in the scope of a disciplined method to assist clients in making sound financial decisions. The relationship takes form as we develop a tailored system of monitoring and managing the financial or business plan.
You are welcome to visit our website at www.insightfa.com.
Wanda Delgado, CFP® has been practicing financial planning in Orange
County, California since 1980.
She earned the certification of CERTIFIED
FINANCIAL PLANNER TM professional in 1982.
She is founder and owner
of Insight Financial Advisors, previously known as Hershberger Financial
Services, A Registered Investment Advisor with the State of California.
Mrs. Delgado is a Registered
Representative and Registered Principal with Cambridge Investment Research,
Inc., a Registered Broker-Dealer, Member FINRA/SIPC.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 7, 24, 63
Life insurance: CA, Health/disability insurance: CA, Fixed annuities: CA, Variable annuities: CA
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Cambridge Investment Research, Inc.
Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC
Considerations: Focus on whether we are a good fit in regard to the solutions you need.