Christian Urbina

President, Chief Investment Officer @Prosperitus Wealth Advisors

Miami-Fort Lauderdale, FL, US
EMAILS
c•••@prosperituswealth.com
MOBILE NUMBERS
+19•••••••86

Signup · Get unlimited contacts

WORK HISTORY

Mar 2012 — Present

President, Chief Investment Officer @Prosperitus Wealth Advisors

View department →

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

Term Life InsuranceAsset ManagementEquitiesIncome TaxInvestmentsWealth ManagementEstate PlanningFinancial AdvisoryAsset AllocationInvestment AdvisoryFinanceMutual FundsEmployee BenefitsUniform Combined State LawFinancial PlanningWealth Accumulation401kLife InsuranceBondsRetirement PlanningDisability InsuranceSeries 7Series 63Strategic Financial PlanningFinancial ServicesPensionsRetirementPortfolio ManagementSecuritiesFixed AnnuitiesFinancial GoalsSmall BusinessInvestment StrategiesAlternative InvestmentsFinancial AnalysisFinancial PlannersInsurance

ABOUT CHRISTIAN URBINA

CFA Charterholder. CFP® Professional. Army Veteran. Strategic Wealth Advisor. At…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.