Leo Marte (CFP®, MBA)

Leo Marte focuses in the
following client markets or areas of practice:

  • Fixed Fee (Subscription, Retainer, etc.)
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Tax Planning

Additional Information

Are you a Christian professional looking for help with your finances? Most Christian professionals want to manage their money wisely but don't have time or expertise. Are you concerned about being a poor steward of God's money? Are you tired of questioning your money decisions? Don't even know where to begin investing? Every successful company has a CFO. So should you. A Personal Chief Financial Officer (CFO) is a critical piece of your success. We translate your hopes and dreams into a financial plan. We oversee your investments to ensure you are getting the best return on assets. We keep an eye on the details so you don't have to be in the weeds. We help you plan for the future, invest your assets, and manage your taxes, so you can honor God and build generational wealth. MEET YOUR PERSONAL CFO: My name is Leo Marte. I love helping Christians unlock the possibilities of what they can do with their 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. Only 28% of advisors in the U.S. hold this designation. Abundant Advisors is a fiduciary, fee-only, and virtual advisory firm, serving clients locally and across the country. Do you prefer to do it yourself? We have a solution for you too! How to Build a Christian Financial Plan is an online course that helps you learn the fundamentals of financial planning from a biblical perspective. This course spans 5 hours of video, 150 mini-lessons, DIY templates, and tool links. It's for motivated self-learners who prefer the do-it-yourself way, those who want to be good stewards, have a low complexity financial plan, and can't afford to hire an advisor. Want to learn more? Go to https://course.abundantadvisors.com

NAPFA Start Date

November 12, 2020

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This Office

11730 Journeys End Trl Huntersville, NC 28078-2379 Phone: (704) 317-8938