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

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 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.Leo's Social:Linkedin: https://www.linkedin.com/in/leomarte/Music in this Episode was obtained from Bensound.