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 planning, tax planning and investment management.

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.