Chris Urban

When you choose to work with Discovery Wealth Planning, you work directly with me. I employ a life-centered approach to helping clients achieve their financial goals.

I take time to understand each client’s current situation, goals, values and purpose before proposing strategies to grow and protect their wealth.

My specialties include retirement income, tax and investment planning.

I have more than 20 years of experience in the financial services industry. Prior to founding Discovery Wealth Planning, I served as a wealth advisor at an investment advisory firm in Northern Virginia. I previously held various roles in the capital markets and investor services divisions at a large institutional firm, working in both Boston and Los Angeles.

I am a CERTIFIED FINANCIAL PLANNERTM practitioner and a Retirement Income Certified Professional (RICP®). I have a bachelor’s degree in finance from Bentley University in Waltham, Massachusetts, and a Master of Business Administration from Boston University.

I live in Vienna, Virginia, with my wife Lauren and daughters Avery and Sienna. In my (little) free time, I enjoy running, biking, playing golf and pickleball, and watching college football and golf on TV.