Episode 102: Guest Wanda Delgado discovered her passion for financial planning and built her journey while raising a young son and building her own business, Insight Financial Advisors – finding solutions for clients and their children and grandchildren, mentoring colleagues – always part of a chain of helping people
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
Wanda Delgado, CFP® is the founder and owner of Insight Financial Advisors in Orange County, California. She earned bachelor’s degrees in business administration and French from California State University – San Bernardino, joined Cambridge in 2009, and was a 2019 Spirit of Cambridge honoree. Wanda loves her job because it allows her to utilize creativity in the workplace through different outlets to help find solutions for her clients. In her free time, Wanda practices Bikram Yoga regularly. She is a member of Soroptimist International of Brea – La Habra, California, and a board member for Help for Brain Injured Children (HBIC) of La Habra, California. Being a grandmother, mother, and wife is the most important thing in her life, taking care of herself so she can take care of others. https://www.insightfa.com/
Insight Financial Advisors is located in Santa Ana, California, and specializes in employee benefits, qualified plan design and implementation, investment portfolio management, and retirement planning. Wanda and her team help their clients, from business owners to individual investors, discover a path to financial independence by providing the tools needed to implement their personalized financial plan. Their main goal is that their clients, who are more like friends and family, are able to discover that their dreams are within reach.
Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning Services through Insight Financial Advisors, a Registered Investment Advisor. Insight Financial Advisors and Cambridge are not affiliated.
Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success.
Cambridge Stronger – Hosted by Amy Webber