Leo Marte (CFP®, MBA)

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

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

Additional Information

Leo Marte is a CFP® professional. He began his career in the financial services industry in 2008. Before founding Abundant Advisors, he was an Advisor Manager in the high net worth advice practice at Vanguard. Leo holds an MBA in Strategic Management and International Business from Villanova University and a B.A. in Computer Science from Gettysburg College. Leo often saw inadequate communication, fear of spending, and poorly executed wealth transfers become obstacles for clients to enjoy their life to the fullest. He was motivated to start Abundant Advisors to combine two of his main passions in life - his faith and sound financial advice. He wanted to offer advice infused with biblical wisdom to help clients change their family tree. Leo is an avid reader of news, history, personal finance, science, and the Bible in his free time. He enjoys spending time with his wife (Melissa) and kids (Philip and Isabella). Their favorite activities including sitting by the fire with some music, watching Marvel films, and eating excellent food (preferably a ribeye!). They live in Huntersville, NC, and are actively involved in their local church.

NAPFA Start Date

November 12, 2020

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This Office

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