Stephen Urbrock
Helping business owners and individuals gain financial confidence through smart financial decisions
- Role
- Certified Financial Plannertm at Mainspring Wealth Advisors, LLC.
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Stephen Urbrock
I have a passion for coaching and empowering people that I’ve gained as a boot camp and karate instructor.> As Your Financial AdvisorMy priority is to get to know you and what matters most in your life. Working together, we will review your concerns, prioritize your goals, and create a strategy to help you achieve the outcomes you desire—from growing and preserving your wealth, to planning for retirement, providing for family, and growing your business. I will draw on comprehensive research, subject matter experts, and the investment platform at Raymond James, along with my 30 years of experience helping clients navigate our complex financial landscape to ensure that strategy is best-fit for your needs.> Connect with me if you are:• Wondering how you are tracking to meet your goals.• Considering or are near retirement and seeking a holistic retirement plan.• In transition work-wise and wanting to explore your financial options.• Dissatisfied with your current advisor and would like a second opinion.• A business owner or executive looking for professional advice and guidance.
Experience
Certified Financial Plannertm
Mainspring Wealth Advisors, LLC.
May 2022 — Present · Atlanta, GA, US
Your Plan, Your Dream, Your Future.Your Wealth Management Team.In a precision timepiece, a mainspring is used to drive the entire mechanism. As the mainspring’s energy is steadily released, each part of the timepiece is kept in continuous, precise motion. In the same way, Mainspring Wealth Advisors acts as a driving force to keep the personal and financial goals of our clients moving forward. You can be confident that the team at Mainspring is always at work – like the unseen mainspring of a fine timepiece – helping to ensure that each financial component of your life is kept in harmonious motion with the others.
Education
Emory University
B.A., International Studies
1984 — 1988
Georgia State University - J. Mack Robinson College of Business
MBA, General Business
1990 — 1995
Skills
- Risk Management
- Salesforce.com
- Business Analysis
- Analytics
- National Account Management
- New Business Development
- Property & Casualty Insurance
- Financial Modeling
- Actuarial Science
- Economic Capital
- Insurance
- Account Management
- Financial Risk
- Financial Services
- Management Consulting
- Consulting
- Enterprise Risk Management
- Management
- Strategy
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