Strategic Insights Financial Planning Group

Advisors

James Credo

James Credo

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit James Credo's website
James Enriquez

James Enriquez

MST, MS, CFP®, CKA®

Financial Advisor

Visit James Enriquez's website
Alexis Villarreal

Alexis Villarreal

APMA®

Financial Advisor

Visit Alexis Villarreal's website
Leonardo Chang

Leonardo Chang

Financial Advisor

Visit Leonardo Chang's website

Team

Mayra Fabela

Mayra Fabela

Financial Planning Assistant

Karina Estudillo

Karina Estudillo

Operations Specialist

Belinda Vargas

Belinda Vargas

Client Service Specialist

Glenda Rodriguez

Glenda Rodriguez

Client Service Specialist