Kenrich Marte, CRPC™ in

Kenrich Marte, CRPC™

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Financial Advisor at Ameriprise Financial Services, LLC
📍 Massachusetts, United States

Kenrich 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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Experience
2 Years
Current Role
Financial Advisor
Location
Massachusetts, United States
Personality Overview

How Kenrich shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kenrich cares about

AI in Wealth Management
Holds certifications in "Artificial Intelligence in Wealth Management" and "Artificial Intelligence in Financial Planning, " indicating a forward-looking approach to financial technology.
Investment Research
Actively shares market outlooks from the Ameriprise Investment Research Group, focusing on themes and influences for equity and fixed income markets.
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Career

Work history

7-2024
Financial Advisor
Ameriprise Financial Services, LLC
7-2023 - 5-2024
Financial Advisor
Thrivent
In the press

Media appearances

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Education
1-2020 - 5-2023
Christian Ministry
Midwestern Baptist Theological Seminary
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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