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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 24 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 17 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. She currently serves on the boards of Metro State University of Denver Foundation, University Prep, WorldDenver and was appointed by Colorado’s Governor Hickenlooper to the Colorado State 529 Plan board. She is also a member of the Colorado Thought Leaders Forum and the Women’s Forum of Colorado. In 2015, Marti was one of ten people worldwide to receive the Merrill Lynch David Brady Award for exceptional service to clients, collaboration with colleagues and contributions to the community. Marti has been quoted in the Denver Business Journal, Financial Advisor IQ, Financial Planning Magazine, US News & World Report and 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.

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Phone: (720) 799-8820 • Toll-free: (844) 667-7895