Insight Financial Strategists

Nandita Das is a CFP® and CFA® with eight years of industry experience, currently serving as a financial advisor at Insight Financial Strategists. She has held roles at firms including Origin Financial and Envision Wealth Planning, and also operates DAS Financial Health, LLC. In addition to her advisory work, she is a professor at Delaware State University. Insight Financial Strategists provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a fundamental analysis approach with a buy-and-hold orientation, offering discretionary portfolio management as well as modular and one-time planning engagements.

Chris is a fiduciary wealth strategist who helps individuals and families plan challenging life transitions such as retirement, divorce, and expatriation. A strong life and financial plan makes other wealth decisions much more straightforward. As a CFP® professional, Chris will work with your legal and tax advisers to build you cost-effective and tax-efficient strategies to help you achieve your long-term financial goals. Chris’ career in financial services followed a rewarding career in strategic business management, during which he lived, worked, and grew successful businesses in the US, Asia-Pacific, and Europe. He earned a bachelor’s degree in Economics and an MBA in Finance. He completed the Financial Planning program at Boston University. He is also a CFP® practitioner, a Certified Divorce Financial Analyst™ (CDFA), a Registered Life Planner (RLP), and Certified in Blockchain and Digital Asset (CBDA). He trained as a financial neutral at the Massachusetts Collaborative Law Council. He is also a trained Mediator in accordance with M.G.L. ch.233 § 23C. Chris has been widely quoted in the Boston Globe, New York Times, Forbes, CNBC, Wall Street Journal, Marketwatch, Investment News, and Bloomberg. He has also been published in the Boston Globe, Kiplinger, and Investopedia. Chris was the Treasurer of the Association of Divorce Financial Planners. He was the founding Director of the Greater Boston Chapter of the Association of Divorce Financial Planners. He is a member of the National Association of Personal Financial Planners, and the Massachusetts Council on Family Mediation. He is also on the board of the Massachusetts Council on Family Mediation, where he chairs the Investment Committee. Chris earned the Baccalaureat in France, and he speaks French fluently.

James Wood is a financial advisor at Insight Financial Strategists in Newton, MA, with 10 years of industry experience. He holds a Series 65 designation and has been with Insight Financial Strategists since 2015. Outside of his advisory role, Wood is a managing partner and 44% owner of Electron Processing Systems, L.L.C., a business involved in the sale and licensing of patents related to electron beam sterilization technology. Insight Financial Strategists provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a fundamental analysis approach, typically utilizing a mix of ETFs, mutual funds, equities, and fixed-income instruments, with a buy-and-hold strategy adjusted for special situations.