As an independent, fee-only advisor with Dynamic Wealth Advisors, Urban works with a wide range of clients from small business owners to employees of large corporations, from clients who are still accumulating their wealth to those nearing (or in) retirement. Urban focuses on his clients’ long term goals for retirement, college savings, legacy, and more, and works with clients to design a plan to reach their goals.In addition to individual wealth management, and financial planning, Urban also serves as advisor to retirement plans for businesses.
When Urban is not working with his advisory clients, he is involved in his local community. Previously, Urban has volunteered with Boys and Girls Clubs delivering financial literacy classes to teens. Urban also volunteered with Big Brothers Big Sisters of Central Arizona. Since relocating to Orange County, Urban has served as a volunteer coach, and Board Member of Irvine Girls Softball Association, and President of Woodbridge High School Boosters. Most recently, Urban joined the softball coaching staff for Woodbridge High School as Junior Varsity coach.
Ready to get started?
Feel free to email me, call me, say something in person. I look forward to hearing from you.