Jessica Razo

Jessica Razo joined the Insight Financial Advisors team in 2021. She serves as Office Administrator and is the direct liaison for client communications, scheduling, correspondence, and documentation management. She is responsible for meeting preparation and maintaining the office calendar.  Jessica obtained her Bachelor’s Degree in Communications in 2020.

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Quick Facts!

– Bachelor’s Degree in Communications

Fun Facts!

– Favorite meal is chicken pho!
– Listens to history podcasts
– Enjoys watching classic sitcoms
– Gym enthusiast

Wanda Delgado, CFP®
Registered Principal

John Calmes, CFP®
Certified Financial Planner

 

Heather Calmes
Client Education Specialist

 

Jessica Razo
Office Administrator

 

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Insight Financial Advisors