Chris Urban, CFP®, RICP®
Retirement-Focused Tax and Investment Planning
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Discovery Wealth Planning
Chris Urban, CFP®, RICP®
McLean, VA
Serving Clients Nationwide
Retirement-Focused Tax and Investment Planning
Areas of Focus
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Chris Urban, CFP®, RICP®
When you choose to work with Discovery Wealth Planning, you work directly with the firm’s founder, Chris Urban. Chris employs a life-centered approach to helping clients achieve their financial goals. He takes time to understand each client’s current situation, goals, values and purpose before proposing strategies to grow and protect their wealth. His specialties include retirement income planning, tax planning and investment management.Chris has more than 20 years of experience in the financial services industry. Prior to founding Discovery Wealth Planning, Chris served as a wealth advisor at an investment advisory firm in Northern Virginia. He previously held various roles in the capital markets and investor services divisions at a large institutional firm, working in both Boston and Los Angeles.
Chris is a CERTIFIED FINANCIAL PLANNERTM practitioner and a Retirement Income Certified Professional (RICP®). Chris has a bachelor’s degree in finance from Bentley University in Waltham, Massachusetts, and a Master of Business Administration from Boston University.
Chris lives in Vienna, Virginia, with his wife Lauren and daughters Avery and Sienna. In his free time, he enjoys running, biking, playing golf and pickleball, and watching college football and golf on TV.
Professional Designations
- CERTIFIED FINANCIAL PLANNER™ Professional
- Retirement Income Certified Professional (RICP)
Primary Location
1660 International Dr. Ste. 600 McLean, VA 22102
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Only
- Flat Fee
- Hourly Rate
What to expect in the first meeting
Click the 'Book Intro Call' button to schedule a 15-minute quick chat. This is an opportunity for me to learn more about you and why you are reaching out today. I look forward to connecting with you!Offers Investment Management
Yes
About Discovery Wealth Planning
Discovery Wealth Planning is a life-centered wealth planning business focused on establishing and developing trusted relationships with clients.We believe “discovery” is the most important stage of the wealth planning process because it allows us to uncover what is truly meaningful in your life, and then allocate your resources with purpose and intention.
At Discovery Wealth Planning, we aim to clarify and simplify your financial life. We want you to have the confidence to enjoy your retirement without any stress associated with your money.
We believe that effective financial planning occurs at the intersection of your money and your life. It is in this sweet spot that we have an opportunity to implement real, lasting improvements to your long-term financial well-being.
TAX PLANNING
It’s not enough to simply build wealth, you also must maintain it. We work to help minimize your taxes and maximize your outcomes with a focus on reducing your lifetime tax liability. Specific to your retirement, we help you establish a tax-efficient investment and distribution strategy, which may include:
◾ Tax Bracket Planning
◾ Social Security Planning
◾ Medicare Planning
INVESTMENT MANAGEMENT
We implement custom investment solutions specifically designed to help you achieve your retirement goals.
Using information gained through our personal conversations with you, we develop a custom investment plan and allocation target. In building the plan, we are guided by your specific objectives and tax considerations. It is this plan that guides all portfolio decisions.
We take a passive approach to investment management to minimize fund and transaction costs and taxes and to avoid behavioral biases associated with trying to time the market. We utilize low-cost exchange-traded funds (ETF’s) to build and manage custom portfolios.
Education
Questrom School of Business, Boston University, MBA | Bentley University, Bachelor of Science, Finance
Hobbies and Interests
- Cycling
- Family
- Golf
- Pickleball
- Running
- Sports
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Gen X
- Intergenerational Families
- Living in Retirement
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