Christopher Urban, CFP®, RICP®

About Christopher Urban, CFP®, RICP®

Life-centered personal financial planning for retirees (or soon-to-be retirees). Focused first on your life, goals, values and purpose and then on your wealth. Core areas of focus include healthcare planning, tax planning and investment management. Working with clients locally in the Washington D.C. Metro Area and around the country. Live in Fairfax County, VA with wife Lauren and daughter Avery. Huge golf and college football fan.

Chris has spent 20 years in the financial services industry in a variety of roles, including in the Capital Markets and Investor Services divisions at a large institutional firm in Boston, MA and Los Angeles, CA. For the last several years, Chris was a Wealth Advisor with a Registered Investment Advisor (RIA) in Northern Virginia. Chris is a Certified Financial Planner Practitioner (CFP®) and a Retirement Income Certified Professional (RICP®). He earned a Bachelor of Science in Finance from Bentley University and a Master of Business Administration from Boston University.