Insight Capital Management
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Your Team

Engagement, Experience & Collaboration

 

We at Insight Capital Management know that finding the right team to guide your investment decisions is a choice not to be taken lightly. That’s why we offer a two to three meeting process to understand your needs and the scope of your goals as we build your Financial Plan. We have a dedicated team in place to help make life easier for our clients through personalized, committed service.

Your Team

Financial Advisor

Dustin Blodgett, CFP®, CIMA®

Certified Financial PlannerTM
Certified Investment Management Analyst®

Dustin loves working with individuals and families to create a financial plan that helps take away the stress and worry of money and the markets. He is a Certified Investment Management Analyst® as well as a Certified Financial Planner®. Prior to joining Insight Capital, Dustin worked for a Registered Investment Advisor where he managed money for wealthy individuals and large institutions ranging in size between $10m-$500m+. He also helped manage the assets of other Financial Advisors. He would regularly meet with other Financial Advisors and help them manage the investments for their clients.

Dustin holds a Bachelor of Science (BS) degree in Business Management from the Marriott School of Business at Brigham Young University. He earned the Certified Investment Management Analyst (CIMA®) designation through the joint programs of the University of Pennsylvania’s Wharton School of Finance and the Investments and Wealth Institute (IWI).

He is recognized and featured in Forbes as a Best-in-State Wealth Advisor and a Top Next-Gen Advisor.

Financial Advisor

David Rice, M.B.A

David has over 30 years of investment and financial planning experience. He has been helping individuals and families prepare for retirement by creating customized financial plans, and helping their goals become a reality through continual monitoring. Prior to Insight Capital, Dave founded Rice Pontes Capital, a NASD member firm to help facilitate the financial planning experience for his clients. 

Dave holds a Master of Business Administration (MBA) degree from UC Berkeley’s’ Haas School of Business. He is also a non-practicing CPA. He is an active member of the Financial Planners Association of the East Bay.

Client Services Manager

Sharon, M.B.A.

Sharon has been working for Insight Capital and its predecessors for nearly 30 years. She has contributed to many areas of the firm over the years. Currently, she manages the opening of new client accounts, the transfer of wealth, and all paperwork for the office. She also oversees and manages the Required Minimum Distribution (RMD) for our clients. Sharon enjoys working with our many wonderful clients and making sure they receive excellent service.

Sharon holds a Bachelor of Science (BS) degree in Business Administration from the University of Southern California. She also received her Master of Business Administration (MBA) degree from UC Berkeley’s’ Haas School of Business.

Client Services Associate

Phil Rice

Investment Advisor Representative

Phil joined Insight Capital Management in 2012 and is responsible for trading and rebalancing, client coordination, and meeting preparation. He assists in creating financial plans and prepares all the materials needed for our client meetings. He also manages our Portfolio Management and Accounting software that tracks each client’s investments. Phil has many responsibilities within the firm and is a great resource for the team for any project.

Phil is a graduate of Linfield College and The American University. He holds a Bachelors of Arts (BA) degree in Political Science and History. Phil was born and raised in the Bay Area and currently enjoys living in Dublin.

The Rest of Your Team

We have limited the size of our firm to ensure that our clients receive the highest level of commitment and service. We maintain a network of professionals with extensive experience and knowledge, of whom we will refer as needed.

 
 
Accountants

Accountants/
CPAs

Attorneys

Estate Planning Attorneys

Insurance experts

Life Insurance Experts

Medicare Counselors

Other professionals

Mortgage Brokers/
Realtors

 
 

Requirements for our Advanced Education Designations

Certified Investment Management Analyst® (CIMA®) is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. The CIMA Certification requires advisors to meet rigorous standards:

  • Experience: At least three years of relevant financial services experience and a clean regulatory record

  • Ethics: Comply with the Institute Code of Professional Responsibility or lose the certification

  • Education: Complete executive education at a top 25 global business school

  • Exam: Pass a Qualification Examination as well as a stringent five–hour Certification Examination

  • Continuing Competency: Stay updated on industry trends, laws, and products with 40 hours of continuing education every two years, including two hours of ethics education

By learning and applying sophisticated technical investment knowledge in their practices, CIMA professionals provide high-quality investment management advice most valued by investors.*

(*Investments & Wealth Client Research, Absolute Engagement, 2017)

Certified Financial Planner™: To attain the right to use the CFP® marks, an individual must satisfactorily fulfill the following requirements:

  • Education – Complete an advanced college-level course of study addressing the financial planning subject areas that CFP Board’s studies have determined as necessary for the competent and professional delivery of financial planning services, and attain a Bachelor’s Degree from a regionally accredited United States college or university (or its equivalent from a foreign university). CFP Board’s financial planning subject areas include insurance planning and risk management, employee benefits planning, investment planning, income tax planning, retirement planning, and estate planning;

  • Examination – Pass the comprehensive CFP® Certification Examination. The examination includes case studies and client scenarios designed to test one’s ability to correctly diagnose financial planning issues and apply one’s knowledge of financial planning to real world circumstances;

  • Experience – Complete at least three years of full-time financial planning-related experience (or the equivalent, measured as 2,000 hours per year); and

  • Ethics – Agree to be bound by CFP Board’s Standards of Professional Conduct, a set of documents outlining the ethical and practice standards for CFP® professionals.

  • Continuing Education – Complete 30 hours of continuing education hours every two years, including two hours on the Code of Ethics and other parts of the Standards of Professional Conduct, to maintain competence and keep up with developments in the financial planning field; and