Christopher Urban Email & Phone Number
Financial Consultant - Retirement Income Certified Professional (RICP®) @ ClearPlan Financial, Inc.
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Christopher Urban Location
- New York, United States
Christopher Urban Work
- 2020 -now Financial Consultant - Retirement Income Certified Professional (RICP®) @
- 2011 -2020 Financial Consultant - Retirement Income Certified Professional (RICP®) * @
- 2010 -2011 Assistant Branch Manager - Springville Branch @
- 2007 -2010 Business and Planning Analyst @
- 2006 -2007 Researcher @ WNY Regional Partnership
- 2006 -2006 Summer Consultant @ Bates White
Christopher Urban Education
- Canisius College
Bachelor of Science (B.S.) (Economics, B.S. & Finance, B.S.)
2003-2007 - Frontier Central High School
High School - Regent's Diploma
1999-2003
Christopher Urban Skills
- Retirement Planning Specialist – Qualified Plans
- Financial Planning
- Wealth Management
- Client Education
- Wealth Preservation Strategies
- Long-term Care Planning Strategies
- Risk Management
- Retirement Planning
- Education Planning Strategies
- Business Succession Planning
- Executive Benefits Strategies
- Investment Advisory Services
- 401K Distribution Planning
- Asset Allocation Strategies
- Budget Strategies
- Business Succession Strategies
- College Planning Strategies
- Customer Service
- Employee Benefit Strategies
- Estate Conservation Strategies
- Financial Advisory Services
- Financial Analysis
- Financial Services
- Financial Strategies
- Income Protection Strategies
- Income Strategies
- Insurance Strategies
- Investment Planning
- Investment Services
- IRA Rollover Strategies
- Retirement Planning Strategies
- Tax-deferred Investment Planning
- Pension Distribution Planning
- IRA Distribution Planning
- 401K Rollover Strategies
- Wealth Management Strategies
- Insurance Planning
- Insurance Services
- Insurance
Christopher Urban Summary
- Christopher Urban, based in New York, United States, is currently a Financial Consultant - Retirement Income Certified Professional (RICP®) at ClearPlan Financial, Inc.. Christopher Urban brings experience from previous roles at AXA Advisors, LLC, M&T Bank and WNY Regional Partnership. Christopher Urban holds a 2003 - 2007 Bachelor of Science (B.S.) in Economics, B.S. & Finance, B.S. @ Canisius College. With a robust skill set that includes Retirement Planning Specialist – Qualified Plans, Financial Planning, Wealth Management, Client Education, Wealth Preservation Strategies and more. Christopher Urban has 2 emails and 1 mobile phone numbers on RocketReach.
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