Chris Urban
CFP®, RICP®
Discovery Wealth Planning LLC
Founder and Financial Planner
Chris Urban
CFP®, RICP®
Discovery Wealth Planning LLC
Founder and Financial Planner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Chris Urban, CFP®, RICP®
Fee-Only financial planner located in McLean, VA, serving clients locally and across the country
Chris Urban is a McLean, VA fee-only financial advisor serving clients locally and across the country. Discovery Wealth Planning LLC provides life-centered financial planning, healthcare planning, tax planning, and investment management to help financially independent individuals and couples organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Chris Urban is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
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 health care 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 PLANNER™ practitioner and a Retirement Income Certified Professional (RICP®). He 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 daughter, Avery. In his free time, he enjoys running, biking, playing golf and pickleball, and watching college football and golf on TV.
Chris Urban is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Life-Centered Personal Financial Planning for Retirees
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
- Healthcare Planning
Ideal Clients
- Retirees and Near Retirees
Working Together
- In-Person Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Chris Urban is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Chris Urban is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Chris Urban is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Chris Urban is a Retirement Income Certified Professional® (RICP®)A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.
Contact Chris Urban
Office Locations:
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1660 International Dr.
Ste. 600
McLean, VA 22102
