Our Qualifications

 

Founder and President, Marty Urbanowicz, a Certified Financial Planner®  and Enrolled Agent, has unique dual tax and investment expertise which helps his clients to plan for the future. 

 

  • The Certified Financial Planner (CFP®) designation is awarded only to those practitioners who demonstrate competency in financial planning knowledge and experience. This designation assures our clients that we abide by a strict code of conduct, adhering to the highest ethical standards.
  • Our tax knowledge allows us to assist our clients with planning in a valuable tax efficient manor. Enrolled Agents (EA) are America's Tax Experts. EAs are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. 

 

We are pleased to be one of the FEW Financial Planning firms in the Valley 

to offer both CFP®and EA areas of expertise!