John R Calmes, CFP®

Certified Financial Planner

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
  • Five Star Wealth ManagerSM 2016, 2021 and 2022
  • Member of the Financial Planning Association
  • Series 7, 63 General Securities licensed
  • Master’s and Bachelor’s degree in Computer Science

Plays men's softball in local league

Big sports fan (especially football)

Loves boating

Has over 50 smart devices in house

Lives in community with dozen of wild peacocks

Plays men's softball in local league

Big sports fan (especially football)

Loves boating

Has over 50 smart devices in house

Lives in community with dozen of wild peacocks

Plays men's softball in local league

Big sports fan (especially football)

Loves boating

Has over 50 smart devices in house

Lives in community with dozen of wild peacocks

Check the background of investment professionals on FINRA’s BrokerCheck.

Wanda Delgado, CFP®
Registed Principal

John Calmes, CFP®
Certified Financial Planner

Jessica Razo
Administrator

J. Richard Calmes, Jr
Office Assistant

Copyright © 2024
Insight Financial