Client Report

Account documents including Update Meeting Reports, and Pershing account Statements, Trade Confirmations, Prospectuses, Proxies, and Tax Documents can be accessed online at your convenience.

Client Reports

The Loop

Stay in “The Loop” with our free newsletters, authored and produced by members of the IFA team. Access articles covering topics including Financial Planning, Estate Planning, Life Insurance, Market Performance, and more. Articles available include Blind Squirrels, Know What Your Milk Costs?, and Invest Like a Jedi.

Newsletter Library

Got something on your mind?

If you have a topic or question you’d like the IFA Team to research let us know; your topic might make it into the next issue of The Loop.

Client Tools

Insight Financial Advisors has developed a library of documents to help clients get organized, prepare for Update Meetings, stay informed and navigate through their financial lives.

Document Library

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning Services through Insight Financial Advisors, a Registered Investment Advisor. Insight Financial Advisors and Cambridge are not affiliated.

We are security licensed in the following states: AZ, CA, CO, CT, FL, ID, MA, MD, MN, MT, NE, NC, NM, NV, OR, TX, UT, VA, WA, WY. Wanda Delgado CA Insurance Licenses #0591768 and #0L28007.

The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Insight Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

400 N Tustin Ave., Suite 250 Santa Ana, CA 92705 Phone: 714-541-1400 Email: info@insightfa.com

Certified Financial Planners Board of Standards Inc. owns the certification marks CFP® CERTIFIED FINANCIAL PLANNER™, CFP™ (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Five Star Wealth Manager Award To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

Women’s Choice Award To receive the Women’s Choice Award, individuals must satisfy a series of evaluation criteria associated with providing quality service to women clients. Financial Advisors may pay a basic program fee to cover the cost of comprehensive review and client survey. Third party rankings and recognitions are not indicative of past or future investment performance and should not be construed as an endorsement of the financial advisor. For more information, go to www.WIFE.org.

Insight Financial Advisors