Rice David Financial Advisor

Insight Capital is a San Ramon-based financial advisory firm that helps clients gain a deeper understanding of their wealth and its significance in their lives. By focusing on their clients' life goals and priorities, Insight Capital enables them to live a fulfilling life beyond monetary considerations.

Offering securities through Independent Financial Group, LLC (IFG), and advisory services as a Registered Investment Adviser, Insight Capital is committed to providing personalized financial guidance. With a belief in the importance of preserving wealth for future generations, Insight Capital empowers clients to make informed decisions about their finances.

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