Christopher D. Urban, Ricp® Email and Phone Number
We guide you to a clear financial plan for your family. Our clients receive state of the art customer service and financial expertise throughout their retirement years. Take a look at my website to learn more: www.CUretire.com
Clearplan Financial, Inc.
View- Website:
- clearplanfinancial.com
- Employees:
- 6
-
Financial Consultant - Retirement Income Certified Professional (Ricp®)Clearplan Financial, Inc. Jan 2020 - PresentBuffalo/Niagara, New York AreaClearPlan Financial, Inc. is a holistic one-stop shop that helps with all of your financial needs. We are committed to guiding you and your family throughout life's many transitions. As a Retirement Income Certified Professional (RICP®), Christopher Urban specializes in helping people to maximize and protect their retirement income so that they may enjoy, protect, and distribute their hard-earned savings.The RICP® (Retirement Income Certified Professional®) designation is sought by financial services sales professionals whose focus includes clients planning for their retirement income. The designation’s required curriculum is administered by The American College in Bryn Mawr, PA, which is accredited by The Middle States Commission on Higher Education, Philadelphia, PA 19104. The mark RICP® is the property of The American College and may be used only by individuals who have successfully completed the initial and ongoing certification requirements for this designation. Complaints about a designee can be made by e-mail at Registrar@TheAmericanCollege.edu or by calling 888-263-7265. To verify a designee, visit http://www.designationcheck.com.Securities and Advisory Services offered through Cadaret Grant & Co., Inc., a Registered Investment Advisor and Member FINRA(www.finra.org) /SIPC (www.sipc.org). Clearplan Financial, Inc. and Cadaret Grant & Co., Inc. are separate entities. Financial professionals associated with this site are registered to conduct securities business and licensed to conduct insurance business in certain states. Response to, or contact with, residents of other states will be made only upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States. -
Financial Consultant - Retirement Income Certified Professional (Ricp®) *Axa Advisors, Llc Jun 2011 - Jan 2020Buffalo/Niagara, New York Area -
Assistant Branch Manager - Springville BranchM&T Bank Jul 2010 - Jun 201122 Mechanic Street, Springville, NyBanking OfficerBusiness Banking SpecialistDual Agent - M&T Securities (Life, Accident, & Health Insurance) -
Business & Planning AnalystM&T Bank Jun 2007 - Jun 2010One M&T Plaza, Buffalo, NyBusiness Banking Sales Support AnalystManagement Trainee (June 2007 - June 2008)Business Banking Credit Product AnalystBusiness Banking Incentive Coordinator -
ResearcherWny Regional Partnership Oct 2006 - May 2007Insyte Consulting, Buffalo, NyRegional Strategy for Growth in the Advanced Manufacturing Sector - Writer/Researcher
-
Summer ConsultantBates White Jun 2006 - Aug 2006
Christopher D. Urban, Ricp® Education Details
-
Economics, B.S. & Finance, B.S. -
Frontier Central High SchoolHigh School - Regent'S Diploma
Frequently Asked Questions about Christopher D. Urban, Ricp®
What company does Christopher D. Urban, Ricp® work for?
Christopher D. Urban, Ricp® works for Clearplan Financial, Inc.
What is Christopher D. Urban, Ricp®'s role at the current company?
Christopher D. Urban, Ricp®'s current role is Retirement Income Certified Professional - RICP (R) at ClearPlan Financial, Inc..
What schools did Christopher D. Urban, Ricp® attend?
Christopher D. Urban, Ricp® attended Canisius College, Frontier Central High School.
Who are Christopher D. Urban, Ricp®'s colleagues?
Christopher D. Urban, Ricp®'s colleagues are Jonathan Petrie, Cfp®, Chase G. Eagan, Mba, Robert Kloss Jd, Cfp®, Jacob Strusa, Kevin Mohr, Kimberly Kowalski.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial