Wanda Delgado

Insight Financial Advisors

Insight Financial Advisor

400 N. Tustin Av., Suite 250
Santa Ana, CA 92705

: 714-541-1400

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We assist individuals, families, trustees, business owners, students, retirees… everyone. One approach does not fit everyone, so we personally tailor a plan for each client.

Certifications & Licenses:

CFP® – CERTIFIED FINANICAL PLANNERTM Professional

States where licensed: Arizona, California, Colorado, Florida, Idaho, Maryland, Missouri, New Jersey, New Mexico, Nevada, New York, Ohio, Oregon, Texas, Utah, Virginia, Washington, Wyoming

“I will listen, answer any questions you have even if you ask the same one more than once, and we will come up with a solid plan. My dream is that you realize your dream. Let’s get there, together.” Wanda L. Delgado - Wanda Delgado

Our Practice

Insight Financial Advisors follows a detailed Financial Planning Process which includes, at its core, a real relationship with our clients beyond just being acquainted with their investments. We get to know you, help you to define your goals and objectives, analyze your data, and identify strategies to support you in making sound financial decisions. We do not have ‘customers’; we have clients – friends – extended family. We have the pleasure of watching over you, assisting you to make the best choices for you and your family, and looking out for your future.

Services Offered and Area of Focus

Comprehensive Financial Planning
Investment Portfolio Management
Money Management
Retirement Planning
Elder Planning
Estate Planning
Tax Planning
College Planning
Insurance Planning
Business Planning
Employee Benefits
Qualified Plan Design
Investment Performance Reporting
Risk Tolerance Analysis
Retirement Goal Setting

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Disclosures

The Women’s Choice Award Financial Advisor program was created by WomenCertified Inc., the Voice of Women, in an effort to help women make smart financial choices. The program is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history, among other factors. The inclusion of a financial advisor within the Women’s Choice Award Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified or its partners and affiliates and is no guarantee as to future investment success. Women’s Choice Award® Financial Advisors and Firms represent less than 1% of financial advisors in the U.S. As of October 2018, of the 463 considered for the Women’s Choice Award, 108 were named Women’s Choice Award Financial Advisors/Firms.

Broker: Cambridge Investment Research
Term: 12/15/2021 - 12/31/23

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DISCLOSURE Information

The Women’s Choice Award® Verified Financial Advisor program was created by WomenCertified Inc., the Voice of Women, to Simplify her life by doing the homework for her, which allows her to spend less time researching and struggling over choices in today’s cluttered marketplace and more time focusing on what really matters. When she chooses to work with a Women’s Choice Award® Verified Financial Advisor, she can be confident that she is choosing a thoroughly vetted advisor that caters to and understands the women's market. This is the first and only recognition program for well-qualified advisors who are committed to the women’s market. It was started in 2013.

Financial Advisors are Verified based on 17 objective criteria associated with providing quality service to women clients, such as educational and professional credentials, experience, and a favorable regulatory history, among other factors, including letters of validation and professional background checks. Financial advisors do not pay a fee to apply, be considered or qualify for the program. All qualified advisors are listed on womenschoiceaward.com. Once qualified, financial advisors may purchase additional marketing collateral such as licensed seal/badge usage, featured enhanced listing or additional promotional products. Verified advisors showing up in the featured listings on the site have paid a fee to appear there. The inclusion of a financial advisor within the WCA Verified Financial Advisor network should not be construed as an endorsement of the financial advisor by WomenCertified Inc. or its partners and affiliates and is no guarantee of quality of services provided to clients or future investment success.

Women’s Choice Award® Verified Financial Advisors represent less than 1% of financial advisors in the U.S. Advisors are verified on rolling basis throughout the year. Only self-completed surveys were used for qualification for 2024.