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Marty Roth, CFP®, has extensive work experience in the field of financial planning and wealth management. Marty is currently the Managing Director at Choreo, a position they started in February 2022. Prior to this, Marty worked at RSM US for over 17 years, where they held the role of Director, Wealth Management from January 2005 to February 2022.

Marty Roth, CFP®, pursued their education from 2000 to 2004 at Greenville University, where they acquired a Bachelor of Arts degree in Business Management. As for additional certifications, Marty Roth holds the prestigious title of CERTIFIED FINANCIAL PLANNER™, granted by the Certified Financial Planner Board of Standards. However, specific details regarding the month and year of obtaining this certification are currently unknown.