{"id":646,"date":"2025-11-10T11:13:06","date_gmt":"2025-11-10T11:13:06","guid":{"rendered":"https:\/\/dev-box.info\/insight-wealth\/?post_type=team&#038;p=646"},"modified":"2025-12-08T06:57:40","modified_gmt":"2025-12-08T06:57:40","slug":"brian-stormont-cfp","status":"publish","type":"team","link":"https:\/\/dev-box.info\/insight-wealth\/our-team\/brian-stormont-cfp\/","title":{"rendered":"Brian Stormont, CFP\u00ae"},"content":{"rendered":"\n\t<section id=\"text-media-69d65c9921e94\" class=\"component text-media custom-text-media-sec team-title-sec custom-text-media-sec team-title-sec text-media--4 pt-xxl-10 pt-md-5 pt-4 pb-xxl-10 pb-md-5 pb-5\" style=\"background-color: #020218;\" data-bs-theme=\"dark\">\n\n\t\t<div class=\"container \">\n\n\t\t\t\n<div class=\"container \">\n\n\t<div class=\"row text-media__row\">\n\n\t\t<div class=\"col text-media__col col-12\" >\n\n\t\t\t<h6 class=\"text-media__subheader h6 sub-heading-title\">Managing Partner\/Financial Advisor<\/h6>\n\t\t\t<h1 class=\"text-media__header h1 heading-title\">Brian Stormont, CFP\u00ae<\/h1>\n\t\t\t\n\t\t\t<div class=\"d-flex flex-wrap mx-n3 component__buttons-container justify-content-start \"><div class=\"mx-3 mt-3 position-relative\" data-aos=\"\"><a href=\"#\" target=\"\" class=\"btn btn-primary\">LinkedIn<\/a><\/div><\/div>\n\t\t<\/div>\n\n\t\t<div class=\"col text-media__col col-12\" >\n\n\t\t\t<div class=\"text-media__image\" >\n\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t<\/div>\n\n\t<\/div>\n\n<\/div>\n\t\t<\/div>\n\n\t<\/section>\n\n\n\t<section id=\"text-media-69d65c9923966\" class=\"component text-media team-detail-block team-detail-block text-media--2 pt-xxl-8 pt-md-8 pt-10 pb-xxl-8 pb-md-8 pb-10\" style=\"\" data-bs-theme=\"light\">\n\n\t\t<div class=\"container \">\n\n\t\t\t\n<div class=\"container \">\n\n\t<div class=\"row text-media__row align-items-center justify-content-between\">\n\n\t\t<div class=\"col text-media__col col-lg-6 col-12\" >\n\n\t\t\t<div class=\"text-media__image\" >\n\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" width=\"382\" height=\"317\" src=\"https:\/\/dev-box.info\/insight-wealth\/wp-content\/uploads\/2025\/11\/Profile-Image.png\" class=\"img-fluid object-fit-contain\" alt=\"\" srcset=\"https:\/\/dev-box.info\/insight-wealth\/wp-content\/uploads\/2025\/11\/Profile-Image.png 382w, https:\/\/dev-box.info\/insight-wealth\/wp-content\/uploads\/2025\/11\/Profile-Image-300x249.png 300w\" sizes=\"auto, (max-width: 382px) 100vw, 382px\" \/>\n\t\t\t<\/div>\n\n\t\t<\/div>\n\n\t\t<div class=\"col text-media__col col-lg-5 col-12\" >\n\n\t\t\t\n\t\t\t<p class=\"text-media__header lead\">Brian Stormont is a comprehensive, fee-only financial advisor with Insight Wealth Strategies who began his career in the financial industry in 2000. His expertise encompasses retirement planning, investment planning, estate planning, and high-level strategies to help business owners and individuals minimize their income taxes.<\/p>\n\t\t\t\n\t\t\t\n\t\t<\/div>\n\n\t<\/div>\n\n<\/div>\n\t\t<\/div>\n\n\t<\/section>\n\n\n\t<section id=\"blurbs-69d65c9925b91\" class=\"component blurbs custom-blurbs team-blurbs custom-blurbs team-blurbs blurbs--1 pt-xxl-0 pt-md-0 pt-0 pb-xxl-0 pb-md-0 pb-0\" style=\"background-color: #020218;\" data-bs-theme=\"light\">\n\n\t\t<div class=\"container \">\n\n\t\t\t\n\n<div class=\"row cards__row g-4 row-cols-1 row-cols-sm-1 row-cols-md-3 row-cols-lg-3 row-cols-xl-3 row-cols-xxl-3\">\n\n\t\t\t\t\t\n\t<div class=\"col blurbs__col no-border-left-xs no-border-left-sm no-border-left-md no-border-md no-border-left-lg no-border-lg no-border-left-xl no-border-xl no-border-left-xxl no-border-xxl\">\n\n\t\t\t<div class=\"card blurbs__card\" style=\"background-color: #020218;\" >\n\n\t\n\t\n\t\n\t\n\t\t<div class=\"blurbs__graphic\">\n\n\t\t\t{&#8220;family&#8221; : &#8220;classic&#8221;, &#8220;style&#8221; : &#8220;solid&#8221;, &#8220;id&#8221; : &#8220;arrow-up&#8221;, &#8220;label&#8221; : &#8220;Arrow Up&#8221;, &#8220;unicode&#8221; : &#8220;f062&#8221;}\n\t\t<\/div>\n\n\t\t\n\t<div class=\"blurbs__body\">\n\n\t\t\t<div class=\"blurbs__image\">\n\t\t\t<figure class=\"desktop-image\">\n\t\t\t\t<img decoding=\"async\" src=\"\" style=\"max-width: 100px;\"\/>\n\t\t\t<\/figure>\t\t\t\n\t\t<\/div>\n\t\t\n\n\t\t\n\t\t<h5 class=\"blurbs__title\" >Meet with Brian<\/h5>\n\n\t\t<div class=\"blurbs__text\">\n\t\t\t<p >Book a client meeting<\/p>\n\t\t<\/div>\n\n\t\t\n\t\t\t<span class=\"blurbs__link btn btn-primary\"><\/span>\n\n\t\t\n\t<\/div>\n\n\t\n\t\t<a href=\"#\" class=\"stretched-link\"><\/a>\n\n\t\n<\/div>\n\t\t<\/div>\n\n\t\t\t\t\t\n\t<div class=\"col blurbs__col no-border-left-xs no-border-left-sm no-border-md no-border-lg no-border-xl no-border-xxl\">\n\n\t\t\t<div class=\"card blurbs__card\" style=\"background-color: #020218;\" >\n\n\t\n\t\n\t\n\t\n\t\t<div class=\"blurbs__graphic\">\n\n\t\t\t{&#8220;family&#8221; : &#8220;classic&#8221;, &#8220;style&#8221; : &#8220;solid&#8221;, &#8220;id&#8221; : &#8220;arrow-up&#8221;, &#8220;label&#8221; : &#8220;Arrow Up&#8221;, &#8220;unicode&#8221; : &#8220;f062&#8221;}\n\t\t<\/div>\n\n\t\t\n\t<div class=\"blurbs__body\">\n\n\t\t\t<div class=\"blurbs__image\">\n\t\t\t<figure class=\"desktop-image\">\n\t\t\t\t<img decoding=\"async\" src=\"\" style=\"max-width: 100px;\"\/>\n\t\t\t<\/figure>\t\t\t\n\t\t<\/div>\n\t\t\n\n\t\t\n\t\t<h5 class=\"blurbs__title\" >Email<\/h5>\n\n\t\t<div class=\"blurbs__text\">\n\t\t\t<p >bstormont@insight2wealth.com<\/p>\n\t\t<\/div>\n\n\t\t\n\t\t\t<span class=\"blurbs__link btn btn-primary\"><\/span>\n\n\t\t\n\t<\/div>\n\n\t\n\t\t<a href=\"#\" class=\"stretched-link\"><\/a>\n\n\t\n<\/div>\n\t\t<\/div>\n\n\t\t\t\t\t\n\t<div class=\"col blurbs__col no-border-left-xs no-border-xs no-border-left-sm no-border-sm no-border-md no-border-lg no-border-xl no-border-xxl\">\n\n\t\t\t<div class=\"card blurbs__card\" style=\"background-color: #020218;\" >\n\n\t\n\t\n\t\n\t\n\t\t<div class=\"blurbs__graphic\">\n\n\t\t\t{&#8220;family&#8221; : &#8220;classic&#8221;, &#8220;style&#8221; : &#8220;solid&#8221;, &#8220;id&#8221; : &#8220;arrow-up&#8221;, &#8220;label&#8221; : &#8220;Arrow Up&#8221;, &#8220;unicode&#8221; : &#8220;f062&#8221;}\n\t\t<\/div>\n\n\t\t\n\t<div class=\"blurbs__body\">\n\n\t\t\t<div class=\"blurbs__image\">\n\t\t\t<figure class=\"desktop-image\">\n\t\t\t\t<img decoding=\"async\" src=\"\" style=\"max-width: 100px;\"\/>\n\t\t\t<\/figure>\t\t\t\n\t\t<\/div>\n\t\t\n\n\t\t\n\t\t<h5 class=\"blurbs__title\" >Call<\/h5>\n\n\t\t<div class=\"blurbs__text\">\n\t\t\t<p >(925) 659-8006<\/p>\n\t\t<\/div>\n\n\t\t\n\t\t\t<span class=\"blurbs__link btn btn-primary\"><\/span>\n\n\t\t\n\t<\/div>\n\n\t\n\t\t<a href=\"#\" class=\"stretched-link\"><\/a>\n\n\t\n<\/div>\n\t\t<\/div>\n\n\t\n<\/div>\n\t\t<\/div>\n\n\t<\/section>\n\n\n\t<section id=\"text-media-69d65c99272d1\" class=\"component text-media team-text-media team-text-media text-two-column pt-xxl-9 pt-md-5 pt-5 pb-xxl-0 pb-md-0 pb-0\" style=\"background-color: #020218;\" data-bs-theme=\"dark\">\n\n\t\t<div class=\"container \">\n\n\t\t\t\n<div class=\"container \">\n\n            <div class=\"row text-media__row\">\n\n            <div class=\"col text-media__col col-xs-12 col-sm-12 col-md-6 left-column\" >\n                                <p class=\"text-media__header\">Brian offers objective, strategic advice designed to help his clients accumulate, retain and transfer wealth. He begins by learning about their financial aspirations and uses his unique insight to create a plan to help his clients achieve those goals. Brian works closely with his clients\u2019 attorneys, CPA\u2019s, and other advisors, integrating their efforts to most effectively help his clients implement the recommended strategies. He offers them a great deal of personal attention, guiding his clients through a variety of market conditions.<\/p>            <\/div>\n\n            <div class=\"col text-media__col col-xs-12 col-sm-12 col-md-6 right-column\" >\n                <div class=\"text-media__text \"><p >Prior to joining Insight, Brian trained other financial advisors on advanced Investment and retirement concepts. Currently, Brian is an active member of the Financial Planner Association of the East Bay and also the Estate Planning Council of Diablo Valley. In addition to earning his Certified Fund Specialist (CFS) designation, Brian completed the process of becoming a CERTIFIED FINANCIAL PLANNER\u2122 professional in 2013.<\/p>\n<\/div>                            <\/div>\n\n        <\/div>\n    \n    \n<\/div>\n\n\t\t<\/div>\n\n\t<\/section>\n\n\n\t<section id=\"text-media-69d65c992819f\" class=\"component text-media team-full-text-media team-full-text-media text-media--3 pt-xxl-0 pt-md-0 pt-0 pb-xxl-13 pb-md-7 pb-5\" style=\"background-color: #020218;\" data-bs-theme=\"dark\">\n\n\t\t<div class=\"container \">\n\n\t\t\t\n<div class=\"container \">\n\n\t<div class=\"row text-media__row\">\n\t\t<div class=\"col text-media__col col-12\" >\n\n\t\t\t\n\t\t\t\n\t\t\t<div class=\"text-media__text \"><p >Brian grew up in New England and attended the University of Denver, where he graduated with a BS\/BA in Finance &amp; Marketing.\u00a0He moved to the Bay Are in 2004 and currently lives in Orinda with his wife, 3 kids, 4 goats, 8 chickens and 2 dogs.<\/p>\n<p >Certified Financial Planner Board of Standards Inc. owns the certification marks CFP\u00ae, CERTIFIED FINANCIAL PLANNER\u2122, in the U.S., which it awards to individuals who successfully complete CFP Board\u2019s initial and ongoing certification requirements.<\/p>\n<\/div>\n\t\t\t\n\t\t<\/div>\n\n\t<\/div>\n\n<\/div>\n\t\t<\/div>\n\n\t<\/section>\n\n","protected":false},"excerpt":{"rendered":"","protected":false},"template":"","team-category":[],"class_list":["post-646","team","type-team","status-publish","hentry"],"acf":[],"card":{"rendered":"\t\t<div class=\"col archive__col\">\n\t\t<div id=\"blog-post-646\" class=\"blog-post card shadow-lg post-646 team type-team status-publish hentry\" data-mobile=\"swiper-slide\">\n\n\t<div class=\"card-img-wrapper\">\n\n\t\t\n\t<\/div>\n\n\t<div class=\"card-body\">\n\n\t\t\n\t\t<h4 class=\"card-title blog-card__title\">\n\n\t\t\tBrian Stormont, CFP\u00ae\n\t\t<\/h4>\n\n\t\t<div class=\"card-text blog-card__excerpt\">\n\n\t\t\t\n\t\t<\/div>\n\n\t\t<span class=\"card-link btn btn-link\">Read More<\/span>\n\n\t<\/div>\n\n\t<a class=\"stretched-link\" href=\"https:\/\/dev-box.info\/insight-wealth\/our-team\/brian-stormont-cfp\/\"><span class=\"visually-hidden\">Brian Stormont, CFP\u00ae<\/span><\/a>\n\n<\/div>\t\t<\/div>\n\t\t"},"_links":{"self":[{"href":"https:\/\/dev-box.info\/insight-wealth\/wp-json\/wp\/v2\/team\/646","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/dev-box.info\/insight-wealth\/wp-json\/wp\/v2\/team"}],"about":[{"href":"https:\/\/dev-box.info\/insight-wealth\/wp-json\/wp\/v2\/types\/team"}],"wp:attachment":[{"href":"https:\/\/dev-box.info\/insight-wealth\/wp-json\/wp\/v2\/media?parent=646"}],"wp:term":[{"taxonomy":"team-category","embeddable":true,"href":"https:\/\/dev-box.info\/insight-wealth\/wp-json\/wp\/v2\/team-category?post=646"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}