Christopher P. Urban
DISCOVERY WEALTH PLANNING LLC
VIENNA, VA 22180
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CRD#: 6939505
Professional summary
Christopher Paul Urban, CFP®, who also goes by Chris Urban, Christopher Paul Urban, is a registered financial advisor currently at DISCOVERY WEALTH PLANNING LLC located in Vienna, Virginia.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Christopher has worked at 2 firms and has passed the Series 65 exam.
Core Areas of Focus
Baby Boomers
Fixed Fee (Subscription
Retainer
etc.)
Investment Advice with Ongoing Management
Retirement Plan Investment Advice
Retirement Planning & Distribution Rules
Tax Planning
Biography
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 watching college football and golf on TV.
Question & Answer
What are your service offerings?
Employee and Employer Plan Ben...
Retirement Planning
Investment Planning
Comprehensive Financial Planni...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Chris Urban | Christopher Paul Urban
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Paul Urban's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2020
Experience
Current
May 18, 2022 - Present
DISCOVERY WEALTH PLANNING LLC
Office #1: 111 Church St Nw Suite 201, Vienna, VA 22180RIA
CRD#: 321055
VIENNA, VA
Past
April 17, 2018 - April 11, 2022
THE BURNEY COMPANY
RIA
CRD#: 106945
Arlington, VA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
District of Columbia(3/30/2023)
IAR
Maryland(3/6/2023)
IAR
Virginia(5/18/2022)
Current Firm
DISCOVERY WEALTH PLANNING LLC
DISCOVERY WEALTH PLANNING LLC
CRD#: 321055 / SEC#:
District of Columbia
Registered Investment Advisory firm - (3/30/2023 Approved)Maryland
Registered Investment Advisory firm - (3/6/2023 Approved)Virginia
Registered Investment Advisory firm - (5/18/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
111 Church St Nw Suite 201, Vienna, VA 22180
Mailing Address
Phone number
(703) 281-3735
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 40 |
| AUM (Assets Under Management) | $ 34,193,752 |
Red Flags
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