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, tax and investment planning.
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 PLANNER® practitioner, a Retirement Income Certified Professional (RICP®) and a Tax Planning Certified Professional (TPCP®). 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 ®
Retirement Income Certified Professional (RICP)
Tax Planning Certified Professional (TPCP)
Affiliations
CFP Board
Fee Only Network
National Association of Personal Financial Advisors
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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.
Education
Questrom School of Business, Boston University, MBA | Bentley University, Bachelor of Science, Finance
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