Episode No. 332 | April 06, 2022
Providing a Personal Client Experience in a Virtual Firm
A Conversation with Leo Marte, CFP®
Today’s interview is with Leo Marte, CFP®, the owner of Abundant Advisors, a virtual fee-only firm that specializes in serving Christian professionals. Leo joined XYPN and launched his firm in 2020 after spending a dozen years at Vanguard, managing a large team, and working with thous …
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