Christopher Urban (CFP®, MBA, RICP®)

Christopher Urban focuses in the
following client markets or areas of practice:

  • Baby Boomers
  • Fixed Fee (Subscription, Retainer, etc.)
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Healthcare Planning, Tax Planning & Investment Management for Retirees

Additional Information

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.

NAPFA Start Date

May 06, 2020

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This Office

1660 International Drive Suite 600 McLean, VA 22102 Phone: +1 (703) 281-3735