#17 - Putting Clients in the Driver's Seat and Creating a Digital Presence - Leo Marte

Only Fee-Only · Sep 14, 2022 · 1h 5m

Leo's Bio:

My name is Leo Marte. I love helping Christians executives 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. 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…