Pete founded Insight Financial Services in 2006 to spend more time focusing on the needs of individual clients. With over 25 years of experience in banking and financial services, Pete constructs investment strategies that focus on the client and place their goals beside the realities of their assets and expenses. At Insight Financial Services, each client receives one-on-one planning specific to their financial goals. Open communication and honesty are not just necessary, but critical when creating an investment plan. IFS can best steward the financial well-being of clients who are engaged and committed to understanding their investments and being a part of the plan.
Prior to launching IFS, Pete was the regional Investment Specialist for a national insurance company’s Overland Park, Kansas office. While there, he was a Registered Representative and Investment Adviser Representative of the company’s investment and securities division. As a manager and supervisor in the organization, he oversaw the success, productivity, and earnest commitment of insurance and investment professionals around the Midwest. Before joining his prior employer, he was a Portfolio Manager for a private firm in Overland Park. He started his financial services career with the Bank of New York as a manager.
Pete served on active duty in the United States Air Force during the Gulf War. In 2004, he resigned his commission and therefore position as Captain in the Missouri Air National Guard and Personnel Officer in the 139th Air Lift Wing in St. Joseph, Missouri. Pete holds a Bachelor of Science Degree in Finance as well as a Master's Degree in Business Administration (MBA).
Pete Martinez, Multi-year (2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022) Five Star Wealth Managerâ„ award winner
The Five Star award rating was created and tabulated by Five Star Professional. It was awarded on September 15, 2022, and is based on information provided on June 29, 2022. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Once awarded, wealth managers may opt to purchase additional profile ad space or related award promotional products. The award methodology does not evaluate the quality of services provided. The Five Star award is not based on investment performance nor is it an indication of future performance.