Marty Ballesteros
Financial Advisor
Marty is a Registered Representative with Cambridge Investment Research, Inc. (CIR,), and an Investment Advisor Representative with Cambridge Investment Research Advisor, Inc. (CIRA). CIR is a full service broker/dealer and CIRA is registered investment advisory firm, providing financial planning, investment advice and brokerage services. Marty holds a series 66 securities registration as well as a General Lines Life, Health and Accident insurance license.
Marty entered the Financial Services industry in 2001, working with the clients of Renaissance Wealth Management. Since that time, Marty has built strong relationships with our clients and also with outside advisors of our clients. Marty continues to deliver first class customer service and works with clients to define their financial goals, as well as to develop and implement strategies to work toward those goals.
Growing up in Midland, Texas, Marty now resides in Frisco, Texas with his wife and two sons. He attended Texas Tech University where he graduated with his Bachelors of Business Administration in Finance.
Check out my background on FINRA's BrokerCheck.