Insight Wealth Strategies Welcomes Financial Planner Stacy Chretien, CFP®

United States, California, San Ramon – 05-28-2020 ( — 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.

Media Contacts:

Company Name: Insight Wealth Strategies, LLC
Full Name: Jessica Hedges
Phone: 925-659-8039
Email Address: Send Email

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Carrie Brunner grew up in a small town in northern New Brunswick. She studied chemistry in college, graduated, and married her husband one month later. They were then blessed with two baby boys within the first four years of marriage. Having babies gave their family a desire to return to the old paths – to nourish their family with traditional, homegrown foods; rid their home of toxic chemicals and petroleum products; and give their boys a chance to know a simple, sustainable way of life. They are currently building a homestead from scratch on two little acres in central Texas. There’s a lot to be done to become somewhat self-sufficient, but they are debt-free and get to spend their days living this simple, good life together with their five young children. Carrie writes mostly on provincial stories.
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