Christian Urbina
President, Chief Investment Officer @Prosperitus Wealth Advisors
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WORK HISTORY
President, Chief Investment Officer @Prosperitus Wealth Advisors
Prosperitus Wealth Advisors is a truly personal comprehensive financial planning firm centered on the importance of the advisor-client relationship. At Prosperitus Wealth Advisors, we subscribe to the notion that an advisor should work with you and not simply talk at you. No matter how wealthy you are, no matter your relationship with money, you need a financial plan and a knowledgeable advisor to help guide you through that plan. We take a concerted approach to really understand what drives our client\'s financial dreams. Once the dreams are communicated, we work together to understand how these dreams can be quantified into verifiable financial goals and identify our client’s tolerance for financial risk as well as the time frame to achieving results. Once these variables are identified and established, we develop a comprehensive plan to achieve those goals through our client relationship model.Prosperitus Wealth Advisors has planning strategies to help you in:· Cash Flow Management · Debt Reduction· Retirement Planning· Small Business Growth· Family Finances· Tax Management Strategies· Employee Benefit Planning· Investments· Education Planning· Estate Planning· Financial Risk ManagementInvestment Advisory services offered through Avenir Private Advisors, LLC, an SEC Registered Investment Advisor.
SKILLS
ABOUT CHRISTIAN URBINA
CFA Charterholder. CFP® Professional. Army Veteran. Strategic Wealth Advisor. At…
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