Wanda Delgado
Financial Planner - Retirement Planning, Investment Portfolio Management, Qualified Plan Design – Your goal is my goal!
- Role
- Certified Financial Planner at Insight Financial Advisors
- Location
- Santa Ana, CA, US
- LinkedIn followers
- 500 followers
About Wanda Delgado
I have been practicing financial planning in Orange County, California since 1980. Using a fee based approach, I provide financial planning, business planning and investment management services for individual, trust, endowment, corporate, and qualified pension accounts. I specialize in retirement planning, employee benefits, investment portfolio management, qualified plan design and implementation, and elder planning issues. I follow a detailed Financial Planning Process by defining goals and objectives, analyzing personal and business data, and identifying strategies in the scope of a disciplined method to assist clients in making sound financial decisions. The relationship takes form as we develop a tailored system of monitoring and managing the financial or business plan. Over the past 30+ years I have developed expertise in the following Financial Planning Services- Wealth Management - Retirement Planning - Estate Planning - Insurance Planning - Tax Planning - College Planning - Business Planning, including Employee Benefit Plans and Executive Compensation Securities offered through Cambridge Investment Research, Inc, a Broker/Dealer, Member FINRA/SIPC. Financial Planning Services through Insight Financial Advisors, a Registered Investment Advisor. Insight Financial Advisors and Cambridge are not affiliated.
Experience
Certified Financial Planner
May 1982 — Present · Santa Ana, CA, US
Education
l'Université d'Aix-en-Provence, France
French literature
1975 — 1976
California State University-San Bernardino
B.A., Business Administration & French
1974 — 1978
Skills
- Equities
- Team Building
- Risk Management
- Iras
- Investment Management
- Securities
- Investments
- Strategic Planning
- Wealth Management Services
- Investment Strategies
- Retirement
- Succession Planning
- Strategic Financial Planning
- Portfolio Management
- Wealth Management
- Banking
- Etfs
- Financial Planning
- Finra
- Financial Analysis
- Asset Allocation
- Financial Planners
- Employee Benefits
- Alternative Investments
- Marketing Strategy
- Retirement Planning
- Life Insurance
- Investment Advisory
- Estate Planning
- Uniform Combined State Law
- Public Speaking
- Financial Services
- Financial Advisory
- Finance
- Credit
- Fixed Annuities
- Tax
- Series 7
- Series 65
- Mutual Funds
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