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Founder, and Personal CFO
My name is Leo Marte. I run an investment advisory firm that provides Personal CFO services to Christian professionals. We help you plan for the future, invest your assets, and manage your taxes, so you can honor God and build generational 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.
I love helping Christians unlock the possibilities of what they can do with their wealth.
After spending over a decade in financial services, I felt God's calling to start my own firm where I focused on Christian Professionals and the unique challenges they face. Although the majority of the population identifies broadly as Christian, none of the large firms that have a market presence focuses on them.
A podcast is a great medium to engage in conversations that go below the surface of generic financial topics. I want to help your audience see the difference of looking at managing wealth through a biblical lens, and working with someone that shares their values.
