Heather N. Calmes

Heather Calmes joined the Insight Financial Advisors team in 2008. Ms. Calmes is responsible for client communications and marketing endeavors such as website and social media content, writing articles for and publishing the Insight Financial Advisors newsletter (The Loop), and client events. Ms. Calmes is also responsible for administration on our 401(k) plan business and the 401(k) educational Participant Workshop program. In addition Ms. Calmes obtained her California Health and Life Insurance License in 2016 and assists Mrs. Delgado with all health and life insurance business.

Quick Facts!

– 401(k) and Client Education Specialist
– Health and Life Insurance licensed
(CA #0L28007)


Fun Facts!

– Star Wars fan (May the force be with you)
– Enjoys painting
– Master crafter
– Natural History Museum LA lover
– Student film actress

Wanda Delgado, CFP®
Registered Principal

John Calmes, CFP®
Certified Financial Planner

 

Heather Calmes
Client Education Specialist

 

Terèse Chanel
Office Administrator