Justin Levy
CFP™ MCSI
Independent Financial Adviser
Located in St. Ives Office

Q & A with Justin

How did you get into financial services?

It is what I wanted to do since high school (I’m American).  Got hired with Edward Jones out of college. I worked as a blackjack dealer and a casino pit boss while in college. I joined Insight in April 2026.

What are your areas of expertise?

Knowledge and experience with the U.S. investment markets.

What do you love helping clients with?

Retirement goals and financial problem solving.

What advice have you given that helped a client and made you proud?

Talked clients off the ledge and recommended adding to their investments in 2008/2009 as well as 2020.

Justin's golden nugget

Prioritising compounding returns over timing the market and paying yourself first via an automatic process.

More about Justin

What’s your personal financial freedom dream?

To ensure my family is provided for.

What’s the best thing you’ve ever spent money on?

Vacation to Panama, where I met my wife.

Tell us about something you’ve done for community/charity?

I have been an active member of the International Lions Club for 20 years and have continuously raised money and volunteered my time for my local community.

What’s the one luxury you could never give up?

Watching sports.

What’s something colleagues would be surprised to learn about you?

I am an avid rock climber.

Tip for my younger self

Trust your instincts more.