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Barron's: Marti Awad Featured in "Financial Advisors Share the Big Mistakes They See Investors Make"

Marti Awad

- CFA®, CFP®, CEPA®

3 minutes

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Marti Awad JD, CFA, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement Group was featured by Barron's in an article titled, "Financial Advisors Share the Big Mistakes They See Investors Make."

“There is one thing that I come across all the time, and it really bothers me: So many people are sold whole life insurance or permanent life insurance as an investment.”

Access Marti’s advice about navigating whole life insurance and term insurance in the article by Steve Garmhausen here.

Head shot of Marti Awad

Senior Vice President, Financial Advisor

Denver - Cherry Creek, CO

Marti Awad has more than 30 years of experience working in the capital markets, first as a practicing tax attorney at one of the country’s top law firms and, for the past 24 years, as a private wealth advisor. Before that she worked in the tax consulting group of a national accounting firm. She joined Wealth Enhancement Group in 2021 through the merger of Cardan Capital Partners which she cofounded.

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