J. Richard Calmes Jr | Insight Financial

J. Richard Calmes, Jr

Administrative Assistant

J. Richard Calmes, Jr. joined the Insight Financial Advisors team in 2023. Richard assists with meeting preparation and client correspondence, among other tasks. He graduated high honors from Yorba Linda High School and is currently in the honors program at Florida International University in Miami, Florida. His chosen major at this time is Business with a concentration in Mathematical Sciences.

Quick Facts

Administrative Assistant
In the honors program at Florida International University in Miami, FL

Green Bay Packers super fan

Received award for Lineman of the Year on High School football team

Graduated High School with high honors

Scored in top 4% on SAT college entrance exam

Green Bay Packers super fan

Received award for Lineman of the Year on High School football team

Graduated High School with high honors

Scored in top 4% on SAT college entrance exam

Green Bay Packers super fan

Received award for Lineman of the Year on High School football team

Graduated high school with high honors

Scored in top 4% on SAT college entrance exam

Wanda Delgado, CFP®
Registed Principal

John Calmes, CFP®
Certified Financial Planner

Heather Calmes
Client Service Specialist

Jessica Razo
Administrator

J. Richard Calmes, Jr
Office Assistant

400 N Tustin Ave., Ste 250
Santa Ana, CA 92705
(714)541-1400

Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory services through Cambridge Investment Research, Inc., a Registered Investment Adviser. Financial Planning Services through Insight Financial Advisors, a Registered Investment Adviser, Cambridge and Insight Financial are not affiliated.

We are security licensed in the following states: AR, AZ, CA, CO, CT, FL, ID, MA, MD, MN, MT, NE, NC, NM, NV, OR, TX, UT, VA, WA, WY. CA Insurance Licenses Wanda Delgado - #0591768; John Calmes - 4159497; Heather Calmes - #0L28007. FL Insurance License John Calmes - W827224.

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400 N Tustin Ave., Suite 250 Santa Ana, CA 92705 Phone: 714-541-1400

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