Our Team


Marty Urbanowicz, CFP®, EA

President

Phone: (623) 225-9856
Fax: (623) 505-9600
E-mail: 


Marty Urbanowicz, CFP®,, EA is a leading investment advisor, lecturer, and founder of Rock Martin Private Wealth Management. With a national client base, his expertise in wealth and asset management allows him to share innovative financial strategies that are pivotal to attaining financial prosperity.

Marty first showed an extreme interest in investing during his youth which led him on the path of attaining a Bachelors degree in economics and finance from the State University of New York at Buffalo. He has a minor in engineering science providing an analytical component to his business background. After years of study, he attained the prestigious Certified Financial Planner® designation. 

 

Marty Urbanowicz’s duel tax and financial expertise provides the fundamental basis to tax efficiency with respect to retirement and wealth planning. As an Enrolled Agent, he is an authorized tax practitioner with technical expertise in the field of taxation. He is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service

 

Marty Urbanowicz's authored article entitled "Strategically integrating tax brackets and taxation of social security to increase cash flow" was printed in the Spring 2013 issue of TAXPRO Journal by the National Association of Tax Professionals, with distribution nationwide.

 

He received recognition as a Top 25 Advisor (out of 800+ advisors) from broker dealer, Cadaret Grant, for largest percentage increase in business growth year-over-year. 

 

Marty is a member of the National Association of Tax Professionals. He currently serves on the Dean’s Advisory Board of Arizona State University’s New College and the Founding Advisory Board of the Care Fund, a non-profit organization providing mortgage or rent support during a child’s extended health crisis. 

 

In his free time, Mr. Urbanowicz likes reading and enjoying the outdoors while playing tennis and hiking. 

 


Nicole Kibler-Urbanowicz

Phone: (623) 225-9856
Fax: (623) 505-9600
E-mail: 


Nicole Urbanowicz is a Rock Martin Private Wealth Management team associate who assists with client relations and services. Her responsibilities include executing back office procedures that further support and maintain company goals and objectives.  Nicole’s holds an insurance license with the state of Arizona and her addition to the firm encourages superior customer service. Her marketing background assists in company growth and advancement. 

Nicole enjoys helping others and promoting health and wellness. She earned her Doctor of Chiropractic degree from New York Chiropractic College. In her free time, she enjoys reading, yoga, and dance. 

 


Affiliated Offices:

ClearPlan Financial

6470 New Taylor Rd., Orchard, Park, NY 14127

Phone: (716) 312-7424

Fax: (716) 312-7422

www.clearplanfinancial.com