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Chris Chen, CFP® CDFA helps individuals and families plan difficult life transitions such as retirement and divorce. 

His cost-effective and tax-efficient strategies help clients achieve their long term financial goals with wealth preservation, retirement income planning, and legacy planning.    (More)

A Roth IRA is No Tax Free; it is merely taxed differently! - Chris Chen CFP #financialinsight

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Dawn Torres-Gale is a Paraplanner with Insight Financial Strategists.  She is also an Accredited Financial Counselor® and a Certified Financial Planner® program student. 

In 2008, Ms. Torres-Gale was chosen by the Financial Industry Regulatory Authority (FINRA) Foundation to be part of a select group of military spouses who received FINRA ... (More)

Insights that matter! #financialinsight

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As a Wealth Strategist, Jim Wood is focused on developing the wealth management strategies for business owners and executives and for professionals at all stages of their life’s journey. He starts this process with a thorough understanding of where you are and where you want to proceed with your wealth management needs.  (More)

Has your portfolio been developed with a risk averse process?  #financialinsight

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Jason Berube is an Associate at Insight Financial Strategists.  He assists Business Owners and Entrepreneurs with their financial goals, by developing customized financial strategies and implementing suitable options based on each client’s specific needs. Jason is committed to serving the needs of his clients and assisting them in achieving their life and business goals. 

For over 10 years, Business Owners and Entrepreneurs have chosen to work with Jason because he cares about creating meaningful relationships. Jason focuses on what matters most to his clients and their families and builds financial plans that solves their greatest challenges while taking advantage of their greatest opportunities. His clients have peace of mind knowing they have a financial partner with only their best interest in mind. 

A graduate of Mount Ida College with a BA degree in Business Administration, Jason resides in Beverly, Massachusetts with his family. He is passionate about his family and friends, enjoys golf and is an avid softball player.


Jason Berube is an Associate at Insight Financial Strategists.  He assists Business Owners and Entrepreneurs with their financial goals, by developing customized financial strategies and implementing suitable options based on each client’s specific needs. Jason is committed to serving the needs of his clients and assisting them in achieving their life and business goals. 

For over 10 years, Business Owners and Entrepreneurs have chosen to work with Jason because he cares about creating meaningful relationships. Jason focuses on what matters most to his clients and their families and builds financial plans that solves their greatest challenges while taking advantage of their greatest opportunities. His clients have peace of mind knowing they have a financial partner with only their best interest in mind. 

A graduate of Mount Ida College with a BA degree in Business Administration, Jason resides in Beverly, Massachusetts with his family. He is passionate about his family and friends, enjoys golf and is an avid softball player.