Christian E Urbina, Cfp® Email and Phone Number
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Christian Urbina, CFP® is President and Chief Investment Officer of Prosperitus Wealth Advisors, a State Registered Investment Advisor.Mr. Urbina was born in Managua, Nicaragua and fled the poor and war torn country with his family at the age of 4. Raised in South Florida, Mr. Urbina graduated from Marjory Stoneman Douglas in Parkland, FL in 2000. Following his graduation, Christian enlisted in the United States Army where he graduated as the Distinguished Honor Graduate of his Advanced Individual Training (AIT) 14 Juliet class. Following his enlistment, Christian utilized his GI Bill to attend and graduate from The Florida State University with degrees in Finance and in Applied Economics with Specialized Studies in Advanced Economic Analysis.With a continuing commitment to maintain the highest level of ethics and professionalism for his and his firm's clientele, Mr. Urbina earned his CERTIFIED FINANCIAL PLANNER™ professional designation in 2012 and is currently a CFA (Chartered Financial Analyst) Level 3 candidate.Christian married his beautiful wife Olga in 2011 and both are proud parents of Analyn and Christian Jr. Mr. Urbina has extensive expertise in many areas of financial planning for individuals, families, and businesses; specializing in dynamic wealth management, income tax, estate, and wealth transfer planning. Mr. Urbina has committed to providing his clients with the highest standard of fiduciary care and excellence.Investment Advisory services offered through Prosperitus Wealth Advisors, a State Registered Investment Advisor."Likes", endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by Christian Urbina and/or Prosperitus Wealth Advisors; positive reviews of experiences with Christian Urbina and/or Prosperitus Wealth Advisors may not reflect the experience of all, or even most, clients. Visitors to this page should not write positive reviews of their experience as testimonials may be prohibited under state and federal securities laws.
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President, Chief Investment OfficerProsperitus Wealth Advisors Mar 2012 - PresentCoral Springs, Florida, UsProsperitus 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.
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Managing PartnerKrause Capital Investments, Inc. Oct 2009 - Mar 2012Fort Lauderdale, Florida, UsHead of planning group responsible for developing and implementing advanced planning strategies for the firm. -
Business Financial AdvisorAmeriprise Financial Services, Inc. Jul 2006 - Oct 2009Minneapolis, Mn, UsAs an Ameriprise financial advisor, I believe success should be measured not just by your financial well-being, but by how confident you feel about your future. My mission is to help you reach your financial goals through a personal relationship based on personalized, knowledgeable advice. This focus is designed to help you reach your goals, giving you greater confidence. -
Supervisor/Project ManagerKerr & Downs Research Oct 2002 - Apr 2006Supervise over fifty telephone analysts in the collection of data for our various projects.Coordinate collection of dataEvaluate and promote employees quarterlyDeveloped and institute training methods for company employees.
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Forward Area Air Defense Command Control Communications Computers And IntelligenceUnited States Army Jul 2000 - Jul 2002Arlington, Virginia, UsPerformed operations and intelligence duties in Air Defense unitsSupervised lower grade soldiers and provided technical guidance to the soldiers in the accomplishment of their duties.Inventoried and destroyed classified material and performed security functions.Established, supervised and participated in unit level training for crew certification programs and Air Defense exercises
Christian E Urbina, Cfp® Skills
Christian E Urbina, Cfp® Education Details
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Florida State UniversityFinance -
Florida State UniversityApplied Economics With Specialized Studies In Advanced Economic Analysis
Frequently Asked Questions about Christian E Urbina, Cfp®
What company does Christian E Urbina, Cfp® work for?
Christian E Urbina, Cfp® works for Prosperitus Wealth Advisors
What is Christian E Urbina, Cfp®'s role at the current company?
Christian E Urbina, Cfp®'s current role is President at Prosperitus Wealth Advisors.
What is Christian E Urbina, Cfp®'s email address?
Christian E Urbina, Cfp®'s email address is ch****@****ial.com
What is Christian E Urbina, Cfp®'s direct phone number?
Christian E Urbina, Cfp®'s direct phone number is +195481*****
What schools did Christian E Urbina, Cfp® attend?
Christian E Urbina, Cfp® attended Florida State University, Florida State University.
What are some of Christian E Urbina, Cfp®'s interests?
Christian E Urbina, Cfp® has interest in Children, Investing, Civil Rights And Social Action, Politics, Management Training, Golfing, Poverty Alleviation, Sports, Tax Planning, Human Rights.
What skills is Christian E Urbina, Cfp® known for?
Christian E Urbina, Cfp® has skills like Alternative Investments, Estate Planning, Financial Advisory, Series 63, Financial Planners, Income Tax, Fixed Annuities, Pensions, Bonds, Insurance, Retirement Planning, Financial Planning.
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