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 – 2019
– Women’s Choice Award winner 2014 – 2019
– 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?
– Practices Bikram Yoga regularly
– 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

 

Terèse Chanel
Office Administrator