Wanda Delgado, CFP®
Wanda Delgado, CFP® has been practicing financial planning in Orange County, California since 1980. She earned the certification of Certified Financial PlannerTM professional in 1982. She is founder and owner of Insight Financial Advisors, a Registered Investment Advisor with the State of California. She maintains a life insurance license in California. Mrs. Delgado is a Registered Representative and Registered Principal with Cambridge Investment Research, Inc., a Registered Broker-Dealer, Member FINRA/SIPC.
Quick Facts!
– Certified Financial Planner™ Professional
– Five Star Wealth ManagerSM 2013 – 2022
– Women’s Choice Award winner 2014 – 2022
– Series 7, 63 General Securities licensed
– Series 24 General Securities Principal licensed
– Health and Life Insurance licensed (CA #059176)
– Bachelor’s degree in Business Administration
Fun Facts!
– Bachelor’s degree in French Oui, je parle Français, et vous?
– Enjoys gardening
– Member of Soroptimist International of Brea – La Habra, California
– Board member for Help For Brain Injured Children (HBIC) of La Habra, California
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
