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!
– Series 7, 63 General Securities licensed
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
Jessica Razo
Office Administrator
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning Services through Insight Financial Advisors, a Registered Investment Advisor. Insight Financial Advisors and Cambridge are not affiliated.
We are security licensed in the following states: AZ, CA, CO, CT, FL, ID, MA, MD, MN, MT, NE, NC, NM, NV, OR, TX, UT, VA, WA, WY. Wanda Delgado CA Insurance Licenses #0591768 and #0L28007.
The information being provided is strictly as a courtesy. When you link to any of these websites provided herein, Insight Financial Advisors makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.
400 N Tustin Ave., Suite 250 Santa Ana, CA 92705 Phone: 714-541-1400 Email: info@insightfa.com
