Leo Marte, Cfp®, Cka®

Leo Marte, Cfp®, Cka® Email and Phone Number

Helping Christians professionals manage their retirement assets | CERTIFIED FINANCIAL PLANNER®, Certified Kingdom Advisor® @ Abundant Advisors
Leo Marte, Cfp®, Cka®'s Location
Huntersville, North Carolina, United States, United States
Leo Marte, Cfp®, Cka®'s Contact Details

Leo Marte, Cfp®, Cka® work email

Leo Marte, Cfp®, Cka® personal email

n/a
About Leo Marte, Cfp®, Cka®

My mission is to deliver financial planning and investment advice tailored for Christian professionals. With over a decade of financial services experience, my expertise lies in creating strategies that align with biblical values, fostering wise stewardship, and building generational wealth. As a fiduciary, I embrace a fee-only model, ensuring our advice is transparent and client-focused.

Leo Marte, Cfp®, Cka®'s Current Company Details
Abundant Advisors

Abundant Advisors

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Helping Christians professionals manage their retirement assets | CERTIFIED FINANCIAL PLANNER®, Certified Kingdom Advisor®
Leo Marte, Cfp®, Cka® Work Experience Details
  • Abundant Advisors
    Founder, Senior Financial Advisor
    Abundant Advisors Nov 2020 - Present
    We specialize in helping Christian professionals manage their money wisely and build generational wealth. We are a fiduciary, fee-only, and virtual advisory firm that provides Christian financial planning and investment advice, serving clients nationwide.
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  • Vanguard
    Financial Advisor Manager
    Vanguard Jul 2009 - Oct 2020
    Valley Forge, Pa, Us
    Led a team of CFP® professionals serving high net worth individuals and families with collective assets under management exceeding $1 billion. Before becoming a Financial Advisor Manager, completed roles with progressive responsibility in Information Technology, Human Resources, and Client Services.
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Leo Marte, Cfp®, Cka® Skills

Leadership Project Management Coaching Communication Business Analysis Problem Solving Leadership Development Process Improvement Bilingual Presentations Analysis Financial Services Strategy Talent Management

Leo Marte, Cfp®, Cka® Education Details

  • Villanova University
    Villanova University
    Master Of Business Administration
  • Gettysburg College
    Gettysburg College
    Computer Science

Frequently Asked Questions about Leo Marte, Cfp®, Cka®

What company does Leo Marte, Cfp®, Cka® work for?

Leo Marte, Cfp®, Cka® works for Abundant Advisors

What is Leo Marte, Cfp®, Cka®'s role at the current company?

Leo Marte, Cfp®, Cka®'s current role is Helping Christians professionals manage their retirement assets | CERTIFIED FINANCIAL PLANNER®, Certified Kingdom Advisor®.

What is Leo Marte, Cfp®, Cka®'s email address?

Leo Marte, Cfp®, Cka®'s email address is le****@****ors.com

What schools did Leo Marte, Cfp®, Cka® attend?

Leo Marte, Cfp®, Cka® attended Villanova University, Gettysburg College.

What skills is Leo Marte, Cfp®, Cka® known for?

Leo Marte, Cfp®, Cka® has skills like Leadership, Project Management, Coaching, Communication, Business Analysis, Problem Solving, Leadership Development, Process Improvement, Bilingual, Presentations, Analysis, Financial Services.

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