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Pete Martinez

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Pete Martinez

Owner / President | INSIGHT INSURANCE PARTNERS, LLC

Kansas City, Missouri, United States

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Pete Martinez

Summary

Pete Martinez is a seasoned financial professional with over 25 years of experience in the banking and investment industry. As the owner of Insight Financial Services, he specializes in helping clients, particularly the 'Millionaires Next Door,' navigate the complexities of wealth management and retirement planning. His approach emphasizes open communication and deep understanding of client needs, fostering long-term relationships built on trust and transparency. Pete's unique perspective is shaped by his diverse background, including his service as a Captain in the United States Air Force. He has a strong educational foundation with an MBA in Finance from Baker University and has held key positions in various organizations throughout his career. Passionate about empowering clients, he believes that investing is a journey, not just a transaction. Outside of his professional life, Pete is committed to ethical practices and continuous learning in the financial sector.

General

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Technical Background

Leadership Experience

Long-Term Tenure

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Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Government Experience

Pete Martinez

Work Experience

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Owner / President at

INSIGHT INSURANCE PARTNERS, LLC

April 2006 - Present

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Owner / President at

Insight Financial Services

April 2006 - Present

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Director of Operations/Sales Force/Lead Investment Advisor at

New England Financial

August 2001 - April 2006

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Captain, Personnel Officer at

United States Air Force

July 1989 - January 2002

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Portfolio Manager at

Cpi

June 1994 - August 2001

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Pete Martinez

Education

Frequently Asked Questions about Pete Martinez

What is Pete Martinez email address?

Pete Martinez's primary email address is *********@ifsadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Pete Martinez work for?

Pete Martinez is a Owner / President at INSIGHT INSURANCE PARTNERS, LLC.

Where Pete Martinez graduated from?

Pete Martinez holds a degree in Finance from Baker University.

How can I directly contact Pete Martinez?

To contact Pete Martinez directly, you can use the email address *********@ifsadvisors.com. Complete contact information is available upon registration with Muraena.

Who is Pete Martinez?

Pete Martinez is a seasoned financial professional with over 25 years of experience in the banking and investment industry. As the owner of Insight Financial Services, he specializes in helping clients, particularly the 'Millionaires Next Door,' navigate the complexities of wealth management and retirement planning. His approach emphasizes open communication and deep understanding of client needs, fostering long-term relationships built on trust and transparency. Pete's unique perspective is shaped by his diverse background, including his service as a Captain in the United States Air Force. He has a strong educational foundation with an MBA in Finance from Baker University and has held key positions in various organizations throughout his career. Passionate about empowering clients, he believes that investing is a journey, not just a transaction. Outside of his professional life, Pete is committed to ethical practices and continuous learning in the financial sector.

Pete`s contact details

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*********@ifsadvisors.com

*********@ifsleasing.com

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