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Pete Martinez
Pete Martinez
Owner / President | INSIGHT INSURANCE PARTNERS, LLC
Kansas City, Missouri, United States
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.
Pete Martinez
Work Experience
Owner / President at
INSIGHT INSURANCE PARTNERS, LLC
April 2006 - Present
Owner / President at
Insight Financial Services
April 2006 - Present
Director of Operations/Sales Force/Lead Investment Advisor at
New England Financial
August 2001 - April 2006
Captain, Personnel Officer at
United States Air Force
July 1989 - January 2002
Portfolio Manager at
Cpi
June 1994 - August 2001
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
*********@ifsadvisors.com
*********@ifsleasing.com