Leo Marte, Cfp®, Cka® Email & Phone Number
@abundantadvisors.com
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Who is Leo Marte, Cfp®, Cka®? Overview
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Leo Marte, Cfp®, Cka® is listed as Founder at Abundant Advisors, based in Huntersville, North Carolina, United States. AeroLeads shows a work email signal at abundantadvisors.com and a matched LinkedIn profile for Leo Marte, Cfp®, Cka®.
Leo Marte, Cfp®, Cka® previously worked as Founder, Senior Financial Advisor at Abundant Advisors and Financial Advisor Manager at Vanguard. Leo Marte, Cfp®, Cka® holds Master Of Business Administration from Villanova University.
Email format at Abundant Advisors
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AeroLeads found 1 current-domain work email signal for Leo Marte, Cfp®, Cka®. Compare company email patterns before reaching out.
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.
Listed skills include Leadership, Project Management, Coaching, Communication, and 10 others.
Leo Marte, Cfp®, Cka®'s current company
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Leo Marte, Cfp®, Cka® work experience
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Founder, Senior Financial Advisor
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.
Financial Advisor Manager
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.
Leo Marte, Cfp®, Cka® education
Master Of Business Administration
Ba, Computer Science
Frequently asked questions about Leo Marte, Cfp®, Cka®
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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 Abundant Advisors?
Leo Marte, Cfp®, Cka® is listed as Founder at Abundant Advisors.
What is Leo Marte, Cfp®, Cka®'s email address?
AeroLeads has found 1 work email signal at @abundantadvisors.com for Leo Marte, Cfp®, Cka® at Abundant Advisors.
Where is Leo Marte, Cfp®, Cka® based?
Leo Marte, Cfp®, Cka® is based in Huntersville, North Carolina, United States while working with Abundant Advisors.
What companies has Leo Marte, Cfp®, Cka® worked for?
Leo Marte, Cfp®, Cka® has worked for Abundant Advisors and Vanguard.
How can I contact Leo Marte, Cfp®, Cka®?
You can use AeroLeads to view verified contact signals for Leo Marte, Cfp®, Cka® at Abundant Advisors, including work email, phone, and LinkedIn data when available.
What schools did Leo Marte, Cfp®, Cka® attend?
Leo Marte, Cfp®, Cka® holds Master Of Business Administration from Villanova University.
What skills is Leo Marte, Cfp®, Cka® known for?
Leo Marte, Cfp®, Cka® is listed with skills including Leadership, Project Management, Coaching, Communication, Business Analysis, Problem Solving, Leadership Development, and Process Improvement.
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