# Insight Personal Finance

Insight Personal Finance is an other based in San Francisco.

## Overview

- **Organization type:** other
- **Headquarters:** San Francisco
- **Assets under management:** Undisclosed
- **Website:** https://insightpersonalfinance.com

## Regulatory record

- **CRD number:** 288585
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288585

## About

Insight Personal Finance provides climate-smart financial planning for professionals, families, and entrepreneurs. As fee-only, fiduciary financial advisors, they ground recommendations in current climate science and economic data. They help clients align investments and real estate decisions with climate shifts, including climate-aligned investing and climate-resilient real estate portfolios.

## People

- Christina Empedocles — founder
- Christina Empedocles — Principal Financial Advisor

## Questions

### Who leads Insight Personal Finance?

No principal names have been publicly disclosed for Insight Personal Finance. The firm's leadership structure remains unknown.

### Where is Insight Personal Finance headquartered?

Insight Personal Finance's headquarters location has not been publicly identified.

### Does Insight Personal Finance have any known investments?

No portfolio holdings, deals, or investment activity have been publicly attributed to Insight Personal Finance.

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- [Shorepine Wealth Management](https://altss.com/profile/shorepine-wealth-management-llc)
- [HERGES CAPITAL MANAGEMENT](https://altss.com/profile/herges-capital-management)

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Last updated: 2026-08-11T15:07:05.535Z

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