Wanda L. Delgado,  CFP<sup>&reg;</sup> - Financial Advisor

Wanda L. Delgado, CFP®


Insight Financial Advisors

400 N Tustin Ave., Suite 250
Santa Ana, CA 92705
(714) 541-1400


Wanda Delgado is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Insight Financial Advisors in Santa Ana, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63

Designations & Certifications


Insurance Licenses

  • Life insurance: CA
  • Health/disability insurance: CA
  • Fixed annuities: CA
  • Variable annuities: CA

Broker-Dealer Affiliation

Cambridge Investment Research, Inc.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Investment Management, Estate Planning, Employee Benefits, Irregular Income, Mutual Funds, Getting Married, Job Loss, Insurance, Retirement, Stocks & Bonds, Succession Planning, Long-term Care, Sudden Wealth


Helpful Financial Planning Resources