E156 Leo Marte

From Leo:

My name is Leo Marte. I run an investment advisory firm that provides Personal CFO services to Christian professionals. We help you plan for the future, invest your assets, and manage your taxes, so you can honor God and build generational wealth.

I currently reside in North Carolina, where my wife and I are raising two beautiful children. I am a CERTIFIED FINANCIAL PLANNER™, the gold standard of financial planning expertise. 28% of advisors in the U.S. hold this designation, and only 4% of CFP® professionals are Hispanic or Black.

I hold a DACFP Certificate in Blockchain and Digital Assets, the only certificate program designed for financial professionals. Graduates of the program gain the essential knowledge and understanding of blockchain and digital assets and are able to provide investors with the advice* they need about this new and transformational asset class.

Abundant Advisors is a fiduciary, fee-only, and virtual advisory firm, serving clients locally and across the country.