Jessica E Razo

Client Services Manager

Jessica Razo joined the Insight Financial Advisors team in 2021. She serves as Client Services Manager and is the direct liaison for client communications, scheduling, correspondence, and documentation management. She is responsible for meeting preparation and maintaining the office calendar.  Jessica obtained her Bachelor’s Degree in Communications in 2020.

Quick Facts

  • Client Services Manager
  • Bachelor’s Degree in Communications

Gym enthusiast

Favorite meal is chicken pho!

Listens to history podcasts

Enjoys watching classic sitcoms

Gym enthusiast

Favorite meal is chicken pho!

Listens to history podcasts

Enjoys watching classic sitcoms

Gym enthusiast

Favorite meal is chicken pho!

Listens to history podcasts

Enjoys watching classic sitcoms

Wanda Delgado, CFP®
Registed Principal

John Calmes, CFP®
Certified Financial Planner

Jessica Razo
Client Services Manager

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Insight Financial