LEO MARTE, CFP®, CKA®
FOUNDER, SENIOR FINANCIAL ADVISOR
Leo, a financial advisor and the founder of Abundant Advisors in Huntersville, North Carolina, provides virtual financial planning services to clients across the United States. He is a CERTIFIED FINANCIAL PLANNER® Professional and Certified Kingdom Advisor®.
With over 15 years of experience in the financial services industry, Leo’s journey began in IT for a prominent asset management firm. He swiftly progressed through various roles, including HR, Project Management, Strategy, and Advice. After a decade of honing his business and leadership skills, Leo embarked on a new chapter as a founder, catering specifically to Christian professionals seeking a shared values approach to financial planning.
As of 2024, Leo stands as one of only 3.2% of CFP® professionals who identify as Latino. His contributions have extended beyond his professional life, as he has also served on the CFP Board’s Scholarship Review Panel, a pivotal program aimed at fostering a more diverse and sustainable financial profession.
Leo’s educational background includes a B.A. in Computer Science from Gettysburg College and a Master of Business Administration from Villanova University. His expertise has been recognized by national media outlets such as AP, ThinkAdvisor, MarketWatch, Kiplinger, Yahoo! Finance, Barron’s, CNBC, and CNN Business.