Insight Wealth Strategies is pleased to announce the recent addition of a new Financial Planner to the Insight team.
Stacy Chretien, CFP®, joined Insight in April and brings 25 years of financial services experience to the firm.
As a comprehensive, fee-based financial planner, her expertise includes developing customized retirement and estate plans and developing tax minimizing strategies.
She strives to understand her clients’ goals, priorities, and anxieties and works diligently to develop lasting relationships and in creating a space for trust and confidence.
Stacy said she is excited about joining the Insight team and looks forward to helping her clients navigate the different avenues of life as they work to achieve their financial goals.
“My goal is to help my clients better understand how they can leverage the resources they’ve spent a lifetime working for,” she said. “I want them to be able to utilize those resources, so they can be where they want when they reach retirement and beyond.”
Insight Wealth Strategies’ CEO and Financial Planner David Chazin said Stacy will add to an already strong team of Financial Planners and will strengthen Insight’s core mission and principles.
“Stacy has a wealth of knowledge and expertise in helping clients, and we are thrilled she has joined us here at Insight,” he said.
Stacy started her career in 1990 as a Certified Public Accountant™ (CPA) with Deloitte and worked with financial services, real estate, and non-profit companies.
She joined Charles Schwab in 1995 and served in many capacities including internal audit and strategic analysis before she transitioned to a Financial Consultant in 2007.
Stacy grew up in the Bay Area and has strong family ties to Lafayette, Louisiana. She graduated from California State University, Hayward, with a BS in Business and Accounting.