Insight Wealth Strategies, LLC

Robert Agorastos is a CFP® professional with 11 years of industry experience. He has worked at Insight Wealth Strategies, LLC since 2013 and previously held roles at Lincoln Financial Advisors Corporation and Mutual Securities, Inc. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting for individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term, model-driven investment process utilizing low-cost ETFs, individual stocks, and alternative holdings, supported by fundamental, technical, quantitative, and sector analysis.

Brian Stormont is a CFP® with 25 years of industry experience. He has worked at Insight Wealth Strategies, LLC since 2018, and previously held roles at Mutual Securities, Inc. and Lincoln Financial Advisors. He is based in San Ramon, CA. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term, model-driven investment process using low-cost ETFs, individual stocks, and alternative holdings, with a focus on documented model strategies and educational programs.

Anthony Ortale is a financial advisor at Insight Wealth Strategies, LLC with 21 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Mutual Securities, Inc., Fisher Investments, and First Allied Securities, Inc. He is based in San Ramon, CA. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a multi-advisor model using proprietary model portfolios and a mix of fundamental, technical, quantitative, and sector analysis for long-term, model-driven investment strategies.

Aaron Karas is a CFP® and holds a Series 66 license with 17 years of industry experience. He has worked at Insight Wealth Strategies, LLC since 2018 and previously held roles at Mutual Securities, Inc. and Lincoln Financial Advisors. Outside of his advisory work, Karas serves on the board of Legacy The School of Sport Sciences and owns QB1 Advisors, where he provides holistic financial planning and talent services to professional athletes. Insight Wealth Strategies is a multi-advisor firm offering discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, and institutions. The firm employs a primarily long-term, model-driven investment approach using a mix of fundamental, technical, quantitative, and sector analysis across low-cost ETFs, individual stocks, and alternative holdings.

Chad Seegers is a financial advisor at Insight Wealth Strategies, LLC with 19 years of industry experience. He holds a Series 66 designation and has worked previously at Lincoln Financial Advisors and Mutual Securities, Inc. since 2018, he has been with Insight Wealth Strategies. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term, model-driven investment process using low-cost ETFs, individual stocks, and access to alternative holdings, and emphasizes documented strategy-level composites and educational programs.

Andre Luiz Paiva is a financial advisor at Insight Wealth Strategies, LLC with nine years of industry experience. He holds the Series 66 designation and has worked at firms including Mutual Securities, Inc., JP Morgan Securities LLC, JPMorgan Chase Bank, and Ameriprise Financial Services, Inc. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm uses a long-term, model-driven investment approach with proprietary portfolios, low-cost ETFs, individual stocks, and alternative holdings, along with a documented marketing and reporting program that includes educational events and published performance information.

Preston Mayo is a financial advisor at Insight Wealth Strategies, LLC in San Ramon, CA, holding Series 63 and Series 65 licenses. He has one year of industry experience, with prior roles at LPL Enterprise LLC, Frost Bank, and Fidelity Investments. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to a range of clients including individuals, high-net-worth clients, trusts, estates, businesses, and institutions. The firm uses a primarily long-term, model-driven investment approach with diversified strategies involving ETFs, individual stocks, and alternative holdings.

Cole Durkin is a CFA® charterholder with nine years of industry experience. He has been with Insight Wealth Strategies, LLC since 2018, following two years at Lincoln Financial Advisors Corporation. Durkin holds a Series 66 license and is based in San Ramon, CA. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, estates, businesses, institutions, and retirement plans. The firm employs a long-term, model-driven investment approach using proprietary portfolios alongside independent manager referrals, integrating fundamental, technical, quantitative, and sector analysis across diverse asset classes.

Timothy Raftis is a CFP® professional with 35 years of industry experience. He is currently with Insight Wealth Strategies, LLC, where he has worked since 2021. His prior experience includes roles at B|O|S, Bank of America, and Merrill. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement plan consulting to a diverse client base including individuals, high-net-worth clients, trusts, estates, businesses, and institutions. The firm employs a long-term, model-driven investment process utilizing proprietary portfolios, low-cost ETFs, individual stocks, and alternative holdings, along with a detailed marketing and reporting program.