(720) 799-8820 info@cardancapital.com

Martha “Marti” J. Awad, J.D., CFA, CFP®, LL.M-Taxation

Martha “Marti” J. Awad, J.D., CFA, CFP®, LL.M-Taxation

Founding Partner

Founding Partner Marti Awad has more than 26 years of experience working in the capital markets, first as a practicing tax attorney at one of the country’s top securities, mergers and acquisitions law firms and, for the past 19 years, as a private wealth advisor. Before that she worked in the tax consulting group of a national accounting firm.

Her tax and legal background, coupled with her deep investment expertise, place her in a unique position to advise clients on virtually every aspect of their complex wealth management issues. Marti specializes in holistic financial planning and works closely with our clients’ other advisors — attorneys, accountants and family office practitioners — to ensure that our collective advice is integrated. She is driven by a passion to assist our clients in defining and achieving their goals and, ultimately, creating a legacy for future generations.

Marti’s earlier tenure as a practicing tax attorney affords Cardan clients and their families the advantage of her in-depth knowledge of the tax implications surrounding financial investment and tax minimization techniques.

Marti holds the internationally recognized postgraduate law degree LL.M. in Taxation from New York University; a J.D. from Southern Methodist University; and a Bachelor of Business Administration in Finance and Marketing from the University of Texas at Austin. She also holds both the Chartered Financial Analyst and Certified Financial Planner® designations and is a member of the Denver Society of Securities Analysts and the Institute of Chartered Financial Analysts.

Marti is a dedicated member of the Denver civic and nonprofit community and has served on numerous boards and committees. At present, she is a member of the Boards and Directors for the following organizations:  Metro State University of Denver Foundation (Treasurer); The International Women’s Forum of Colorado (Treasurer); and WorldDenver. In addition, she serves on the Investment Committee for the Rose Community Foundation.  Marti was appointed by Colorado Governors John Hickenlooper and Jared Polis to the Colorado State 529 Plan Advisory Board and currently serves as Chair. In 2015, Marti was one of 10 people worldwide to receive the Merrill Lynch David Brady Award for exceptional service to clients, collaboration with colleagues and contributions to the community. Marti was recognized by the Denver Business Journal as a 2019 Outstanding Woman in Business in the category of Small Business Leader and by the Girl Scouts of Colorado as a 2019 Woman of Distinction. Marti has been quoted in The Denver Post, the Denver Business Journal, Financial Advisor IQ, Financial Planning magazine, US News & World Report, and she was featured in The Wall Street Journal.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

CFA Institute mark(s) are trademark(s) owned by CFA Institute.

Contact Us

We are here to help you. Please fill in the form or give us a call to get a quick consultation now.

Phone: (720) 799-8820 

    Share This