Your Advisor: Marty Urbanowicz, CFP^®, EA

Marty is the owner of Rock Martin Private Wealth Management. He is a Certified Financial Planner® licensed in the states of Arizona, New York, Colorado, California, Texas and Hawaii with expertise in tax preparation and planning, estate and college planning, as well as investment strategy and planning. 

He has attained Enrolled Agent status, making him 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 for audits, collections, and appeals. He additionally received advanced certification in college planning strategies through investing, asset shifting, and tax planning. 

Marty currently teaches Social Security and college planning classes throughout the community demonstrating how to maximize benefits by implementing tax and investment strategies. 

He earned his Bachelor of Science degree in Economics with a concentration in Finance from the State University of NY College at Buffalo. He has a minor in engineering science providing an analytical component to his business background. He has completed the Certified Financial Planner® program through the University of Georgia and passed the national board examination to obtain the designation.

Prior to relocating from New York to Arizona, Marty was a former board member of the Evans Brant Chamber of Commerce as well as the Western New York Financial Planning Association, the largest organization of professionals dedicated to promoting the advancement of knowledge in financial planning. He is a member of the National Association of Tax Professionals. 

Before founding Rock Martin Private Wealth Management, Marty was an Investment Advisor for Morgan Stanley and Clearplan Financial. 

Advisor services and securities offered through Cadaret, Grant, & Co.,Inc., Member FINRA/SIPC, 4735 Southwestern Blvd., Suite 102, Hamburg, NY 14075, 716-312-7424. Rock Martin Private Wealth Management, Inc. and Cadaret, Grant, Inc. are separate entities. Licensed in the states of Arizona and New York.