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.
– Series 7, 63 General Securities licensed