Marty Urbanowicz, CFP®, EA is a independent investment advisor representative, lecturer, and founder of Rock Martin Private Wealth Management. With more than 15 years of experience in the industry and a national client base, his expertise in wealth and asset management allows him to share innovative financial strategies that are pivotal when working toward 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® certification. Marty also completed the Certified Investment Management Analyst ® (CIMA®) program at the Yale School of Management.
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, golf, and camping with his wife, Nicole, and their son and twin daughters.
Rock Martin Private Wealth Management and LPL Financial do not provide tax services. Please consult your tax advisor regarding your specific situation.