Leo Marte, CFP®, CKA®, MBA
Specialties
Christian Professionals & Executives
High Net Worth Individuals and Families
Inheritance & Sudden Wealth
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About Leo
Firm
Bio
I love helping Christians unlock the possibilities that come with wise stewardship. As a hard-working Christian professional, you can access a great income, generous benefits, and many avenues to build wealth.
You also have to deal daily with office politics, pressure to perform, and the temptation to fall prey to prestige and status.
I can help you by:
Assessing your goals and needs
Creating and implementing a financial plan and investment portfolio
Preparing and optimizing your tax returns
Ensuring you have a solid estate plan
As I support you through your plan’s implementation and make adjustments along the way, we will eventually shift our focus to leaving a legacy for the future and preparing your family to manage generational wealth.
Address*
Huntersville, NC 28078
*Also works virtually