Christopher Urban, CFP®, RICP®

Wealth Advisor

Chris aims to bring clarity and comfort to individuals and couples that are near or already in retirement. It is important to work with an advisor who understands your perspective, preferences, and ultimately what is most important to you. His True Wealth™ Planning Process will help you to clarify your values, priorities, circumstances, and aspirations and then guide you in defining and designing your unique version of the “rich life”. Life and financial markets are unpredictable and complex. Together, we will adjust your financial plan to meet the inevitable changes as effectively as possible, ensuring you stay on the path.

Chris’ process is a collaborative engagement that centers on the intersection of Investments, Taxes, Social Security, Insurance and Healthcare. The quantitative part of this process results in a well-designed, tax-efficient investment and withdrawal strategy that will often lead to your assets lasting longer and less money being paid in taxes! Click here to complete a quick self-assessment and to receive a complimentary, customized report of your retirement income plan.

 

If you would like to connect with Chris for a complimentary “Explore” meeting, please email him at curban@burneywealth.com.

Chris is a CERTIFIED FINANCIAL PLANNER™ Practitioner, a Retirement Income Certified Professional® and a Registered Investment Advisor Representative. He is a member of The National Association of Personal Financial Advisors (NAPFA) and Fee-Only Network. Chris joined Burney Wealth Management in 2018 after spending almost 15 years with State Street Corporation, a large financial services company. At State Street, Chris held various roles within the Investor Services and Global Markets businesses in Boston, MA and Los Angeles, CA. He earned a Bachelor of Science in Finance from Bentley University and a Master of Business Administration (MBA) from Boston University. Chris currently resides in Vienna, VA with his wife Lauren, daughter Avery, and beagle Beau. He works with clients locally and across the country.