John Calmes, CFP®

John R. Calmes, CFP® joined Insight Financial Advisors in 2000. He is a Certified Financial PlannerTM professional and an Investment Advisor Representative with Insight Financial Advisors, a Registered Investment Advisor, and with Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Mr. Calmes is also a Registered Representative with Cambridge Investment Research, Inc., a Registered Broker/Dealer, member FINRA/SIPC. Mr. Calmes collaborates with Mrs. Delgado on Portfolio Design and Management, Retirement and Educational Funding Analyses, Distribution Planning and Tax Planning, and maintains the company’s computer and technology systems.

Quick Facts!

Certified Financial Planner Professional
– Member of the Financial Planning Association
– Series 7, 63 General Securities licensed
– Master’s and Bachelor’s degree in Computer Science

Fun Facts!

– Volunteers as video director and technology consultant at his church services
– All-Star “Left Benchman” in local Softball League
– Consultant for charitable gifting policies at his church
– Country music fan

Wanda Delgado, CFP®
Registered Principal

John Calmes, CFP®
Certified Financial Planner

 

Heather Calmes
Client Education Specialist

 

Terèse Chanel
Office Administrator