Insight Financial Advisors Data Breach Investigation

Turke & Strauss LLP, a leading data breach law firm, is investigating Wanda L. Delgado, which does business as Insight Financial Advisors, regarding its recent data breach. The Insight Financial Advisors data breach involved sensitive personal identifiable information belonging to an undetermined number of individuals.


Insight Financial Advisors is a finance advisory business comprised of two certified financial planners. As financial planners, the team at Insight Financial Advisors offers advisement for 401(k) plans and life insurance. Located in Santa Ana, California, Insight Financial Advisors employs 4 individuals and is licensed to advise in 20 states.


On December 29, 2022, Insight Financial Advisors discovered that it had experienced a data breach in which the sensitive personal identifiable information in its systems may have been accessed. Through its investigation, Insight Financial Advisors determined that an unauthorized actor may have accessed this sensitive information on December 29, 2022. On April 18, 2023, Insight Financial Advisors began contacting individuals whose information may have been impacted. The type of information exposed includes:

  • Name
  • Social Security number
  • Address
  • Financial account number

If you are a current or former employee of Insight Financial Advisors:

We would like to speak with you about your rights and potential legal remedies in response to this data breach. Please fill out the form, below, or contact us at (608) 237-1775 or

If you were impacted by the Insight Financial Advisors data breach, you may consider taking the following steps to protect your personal information.

  1. Enroll in any free credit monitoring services provided by Insight Financial Advisors;
  2. Change passwords and security questions for online accounts;
  3. Regularly review account statements for signs of fraud or unauthorized activity;
  4. Monitor credit reports for signs of identity theft; and
  5. Contact a credit bureau(s) to request a temporary fraud alert.

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