Wanda Delgado
Wanda Delgado is a CFP-designated registered investment advisor at Insight Financial Advisors, based in Santa Ana, CA, with 43 years of industry experience. Wanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Insight Financial Advisors charges either an hourly rate or a fixed fee for financial planning services. The standard hourly rate is $600 per hour, but this is negotiable. Fixed fees range from $500 to $10,000, and may be offset by commissions earned from securities or insurance sales.
Location
400 N. Tustin Ave., Suite 250, Santa Ana, CA, 92705
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Wanda is an independent insurance agent since 1980 and owns a single-family home rental property since 2008. She also serves as a board member/treasurer for Help for Brain Injured Children and is an owner/principal/advisory rep for Insight Financial Advisors and an advisory rep for CIRA, dedicating a significant amount of time to these advisory roles.
Employment History
Current Registrations
Insight Financial Advisors
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Mutual Service CorporationBroker
Transamerica Securities Sales CorporationBroker
Transamerica Financial Resources, INC.Broker
Titan Capital CorporationBroker
Private Ledger Financial Services, IncorporatedBroker
State Registrations22 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.