Founded in 2021 by Ricardo DonAlexis, Insight Family Financial (IFF) was built on the belief that financial literacy is the foundation for long-term stability and success. Drawing from personal experience, Ricardo recognized the need for practical, education-driven financial guidance that empowers individuals, families, and businesses to take control of their financial futures. At IFF, we prioritize education, sustainability, and empowerment — providing tailored strategies that bridge knowledge gaps and foster lasting financial wellness.

We take a comprehensive approach to financial planning, offering customized solutions that align with each client’s unique circumstances. Whether it’s managing cash flow, planning for retirement, or optimizing investments, our focus is on delivering measurable, long-term results that promote financial independence and security.

When Ricardo’s not helping clients, you’ll find him at the local YMCA, practicing Yin Yoga, nerding out on history docs, or experimenting with Jamaican-inspired meals for his family. He believes in balance — and that clarity in your finances gives you more of it.