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Insight Financial Planning, LLC
About us
We break free of the conventional. Rather than telling a clients how much they need to save into an unchanging investment strategy, we ask how clients want to spend their lives. Career paths, investment environments, everything in life changes. We base our financial planning around the Buddhist Four Noble Truths, using change to our advantage. We look at investment possibilities, lifestyle, tax implications, planning for emergencies and life opportunities.
Larissa Vidal brings the experience of twenty years at Merrill Lynch, serving on The Phil Scott Team, Merrill's top-ranked brokerage group. As an independent fee-based planner, Larissa uses cutting-edge resources to give unbiased and customized advice. Earning her Certified Financial Planner™ status in 2002, she has designed over 100 financial plans, counseled clients through market booms and corrections, and is the proud parent of a seven-year-old wonder boy.
Larissa Vidal brings the experience of twenty years at Merrill Lynch, serving on The Phil Scott Team, Merrill's top-ranked brokerage group. As an independent fee-based planner, Larissa uses cutting-edge resources to give unbiased and customized advice. Earning her Certified Financial Planner™ status in 2002, she has designed over 100 financial plans, counseled clients through market booms and corrections, and is the proud parent of a seven-year-old wonder boy.
Hours of operation
Monday9:00AM - 5:00PMTuesday9:00AM - 5:00PMWednesday9:00AM - 5:00PMThursday9:00AM - 5:00PMFriday9:00AM - 5:00PMSaturday9:00AM - 1:00PMSunday12:00AM - 11:00PM
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Recommendations and reviews from 1 person
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Referral from
September 15, 2014
Anna J. asked:Unbiased financial planning--awesome! I know Larissa Vidal personally and def definitely recommend her to US friends needing a trustworthy money advisor. (L: tag your business page or add in comments.) :)
Larissa V. replied:I'm blushing, Anna. Thanks. https://www.facebook.com/InsightFinancialPlanning
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