Kenrich Marte, CRPC™
Questioner · DISC type cKenrich Marte is a Chartered Retirement Planning Counselor℠ and Financial Advisor at Ameriprise Financial Services. He focuses on delivering holistic financial advice, managing client relationships, and leveraging market research. He holds certifications in Artificial Intelligence in Wealth Management and Financial Planning, and studied Christian Ministry at Midwestern Baptist Theological Seminary.
His professional background suggests a strong foundation in faith and service, having previously worked to guide families in empowering their lives of service and faith. This values-based approach likely informs his client relationships and financial guidance, aiming to build long-term trust and understanding.
He holds specialized certifications in the application of Artificial Intelligence for both wealth management and financial planning.
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While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They are more likely than others to negotiate on pricing and terms. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.
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Calculativeness (C)
Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.
Other Ameriprise Financial Services, LLC Employees
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