Wanda Delgado

Background

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.