Pete Martinez, MBA Wealth Manager

Pete Martinez, MBA is a seasoned financial professional who currently serves as the Wealth Manager, Owner, and President at INSIGHT FINANCIAL SERVICES.12 With over 26 years of experience in banking and financial services, Pete has established himself as an expert in constructing investment strategies tailored to his clients' goals.1

Professional Background

Pete's career in the financial industry has been extensive and diverse:

• He has been with INSIGHT FINANCIAL SERVICES since 2008, where he currently holds the position of President & Private Wealth Manager.7
• Prior to his current role, Pete worked as a manager and supervisor, overseeing insurance and investment professionals.4

Expertise and Approach

Pete Martinez is known for:

• Focusing on effective and ethical wealth management, particularly for the "Millionaires-Next-Door".2
• Constructing investment strategies that prioritize client goals.1
• Emphasizing the importance of compound interest in asset growth.5

Recognition

Pete's expertise and service have been recognized in the industry:

• He is a recipient of the Five Star Wealth Manager Award.3
• In 2024, he was featured in Kansas City magazine as a Five Star award winner.6

Contact Information

For those interested in Pete's services, he can be reached via email at pmartinez@ifsadvisors.com.8

Pete Martinez's LinkedIn profile can be found under the username pub4insightpmartinez1, where he shares insights and information about wealth management and financial strategies.25