News & Articles

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"David Dryden, CFP®, ChFC®, MS, and Travis Carter, CFP® of Insight Wealth Partners, LLC have been recognized again by D Magazine as Best Financial Planners in 2013. Each year, D Magazine asks every CERTIFIED FINANCIAL PLANNER™ Practitioner in the Dallas-Fort Worth Chapter of the Financial Planning Association to cast a ballot for a fellow CERTIFIED FINANCIAL PLANNER™ Practitioner. Self votes are tossed out and inside-firm votes are discounted while outside-firm votes receive higher weight. Then a panel of esteemed local financial planners reviews the planners who receive the most votes and finalize the annual list of the “Best Financial Planners”. David and Travis are once again honored to be recognized by their industry peers for the quality of advice and service they provide to their clients.

Insight Wealth Partners, LLC., Retirement Planning Service, Plano, TX