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® with 18 years of industry experience, currently serving at Insight Wealth Strategies, LLC since 2018. He previously worked at Mutual Securities, Inc. and Lincoln Financial Advisors. Outside of his advisory role, he is a board member of Legacy The School of Sport Sciences and owns QB1 Advisors, where he provides holistic financial and talent management consulting for professional athletes. Insight Wealth Strategies offers discretionary investment management, financial planning, and retirement-plan consulting to individuals, high net worth clients, trusts, estates, businesses, and institutions. The firm uses proprietary portfolios primarily composed of low-cost, diversified ETFs and individual stocks, employing a multi-disciplinary investment process that includes fundamental, technical, quantitative, and sector analysis.

Chad Seegers is a financial advisor with Insight Wealth Strategies, LLC in San Ramon, CA. He holds the Series 66 designation and has 20 years of industry experience, including prior roles at Mutual Securities, Inc. and Lincoln Financial Advisors. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high net worth clients, trusts, estates, businesses, and institutions. The firm employs proprietary portfolio models focused on low-cost, diversified ETFs and individual stocks, using a multi-disciplinary investment process that incorporates fundamental, technical, quantitative, and sector analysis.

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 approximately one year of industry experience, including prior roles at LPL Enterprise LLC, Frost Bank, and Fidelity Investments. Before entering the financial industry, he was involved in education at Texas A&M University and Vandegrift High School. Insight Wealth Strategies provides discretionary investment management, financial planning, and retirement-plan consulting to individuals, high net worth clients, trusts, estates, businesses, and institutions. The firm uses proprietary portfolio models primarily composed of low-cost, diversified ETFs and individual stocks, employing a multi-disciplinary investment process that includes fundamental, technical, quantitative, and sector analysis.

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.