Timothy Raftis
Insight Wealth Strategies · San Ramon, California
Timothy Raftis is a fee-only financial advisor at Insight Wealth Strategies in San Ramon, California, who holds the CFP credential. Timothy focuses on equity compensation, estate & legacy planning and tax planning. Insight Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
- High earners
Facts
| Firm | Insight Wealth Strategies |
|---|---|
| Based in | San Ramon, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.22B across 2,042 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 1823676 |
| Exams passed | Series 63 (1992) · Series 65 (1992) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.insight2wealth.com |
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Questions about Timothy
Is Timothy Raftis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Timothy holds no broker registration, and Insight Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Timothy charge for financial advice?
Timothy's firm, Insight Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Timothy Raftis based?
Timothy Raftis is based in San Ramon, California.
What does Timothy specialize in?
Timothy's specialties include equity compensation, estate & legacy planning, tax planning and retirement planning. Timothy works with retirees, pre-retirees, executives and high earners.
What credentials does Timothy Raftis hold?
Timothy Raftis holds the CFP credential.
Is Timothy Raftis registered with the SEC?
Yes. Timothy Raftis is registered as an investment adviser representative in CA (CRD 1823676), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Insight Wealth Strategies manage?
Insight Wealth Strategies reports $1.22B across 2,042 accounts in assets under management.
How do I contact Timothy Raftis?
Through Timothy's website, www.insight2wealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Insight Wealth Strategies website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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