Global Search Result View With Search Text

Global Search Result View With Search Text

Meet With Us

Newsroom

CNBC: Marti Awad Quoted in “What is Coverdell Education Savings Account and How Does it Work?”

Marti Awad

- CEPA®, CFA®, CFP®

3 minutes

Looking for more insights?

Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.

Marti Awad CFA, CFP®, senior vice president and financial advisor at Wealth Enhancement Group was quoted in “What is Coverdell Education Savings Account and How Does it Work?”

Unlike a 529 plan, where you’ll typically have a menu of investment options to choose from, a Coverdell ESA can give you greater control of the account’s investment strategy. “You’re the one who directs the investments in the account,” says Marti Awad, senior vice president and financial advisor at Wealth Enhancement Group.

Read the full article written by Jason Stauffer 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.

Looking for more insights?

Get our newsletter with market commentary, financial planning perspectives, and webinar invitations.

Wealth Enhancement uses your information to respond to requests and share product and service information. You can unsubscribe at any time. Review our Privacy Policy for more information.