Chad Seegers - Email & Phone Number

Financial Planner at Insight Wealth Strategies

Chad Seegers is based out of Houston, Texas, United States and works at Insight Wealth Strategies as Financial Planner.

Chad Seegers's Contact Information

Chad Seegers's Work email

c*****@insigh***.com

Valid

Latest update

October 30, 2025

Location

Houston, Texas, United States

Chad's current employer

Insight Wealth Strategies

Description

At Insight Wealth Strategies, the top financial planning firm in the Bay Area & Texas, we are dedicated to helping our clients reach thei...

Website

insight2wealth.com

HQ Location

San Ramon, California, United States

Number of employees

11-50

Industry

Financial Services

Latest update

May 1, 2024

Read about Insight Wealth Strategies

Frequent questions about Chad Seegers

What company is Chad Seegers working for?

Chad Seegers works for Insight Wealth Strategies.

What is Chad Seegers's function at Insight Wealth Strategies?

Chad Seegers is Financial Planner at Insight Wealth Strategies.

Where is Chad Seegers based?

Chad Seegers is based out of Houston, Texas, United States.

What is Chad Seegers's work email address?

Chad Seegers's professional email address is c*****@insigh***.com

Who are Chad Seegers's co-workers?

Chad Seegers's colleagues are Anthony Ortale, David Chazin, Camille Mobley, Thomas Field, Paul Austin, Kim Conley, Tim Raftis, Michael Agorastos, Derek Hebert, Alex Izmailov, Rebecca Wynarczyk, Aaron Karas, Brian Stormont.

Chad's co-workers

Anthony Ortale

Chief Executive Officer

David Chazin

Founder / Managing Partner

Camille Mobley

Director Of Operations/Marketing & Sales Manager/Senior Compliance Officer

Thomas Field

Director of Client Services

Paul Austin

Financial Planner & Lead Advisor

Kim Conley

Head of People, Finance, and Office Operations/Director of Client Services

Tim Raftis

Lead Advisor

Michael Agorastos

Financial Planner/Investment Strategist

Derek Hebert

Private Wealth Manager - Financial Planner

Alex Izmailov

Financial Planner

Rebecca Wynarczyk

Business Processing Manager

Aaron Karas

CERTIFIED FINANCIAL PLANNER™

Brian Stormont

Partner, CERTIFIED FINANCIAL PLANNER™ Professional

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