Marty Shobert is an experienced Financial Advisor with a strong background in the financial services industry.

He is a skilled professional in Investment Management, Financial Planning, Tax Preparation, and related technology.

Marty studied Bachelor of Arts (BA) in Economics at the University of Virginia.

His previous roles include being an Investment Specialist & Investment Advisor Representative at Bernardi Securities, Inc. & Bernardi Asset Management, Owner, Registered Investment Adviser & IRS Enrolled Agent at Tanglewood Tax & Investments, Investment Advisor & Personal Tax Return Preparer at Contractor & iFocus Financial, Manager at Private Investment Pool, and Registered Investment Adviser at MLS Investment Management.