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
Copyright © 2026
Insight Financial



