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Hello

Nice to meet you!  My name is Christian Urbina!

About Me.

Christian is a proud graduate of Marjory Stoneman Douglas High School in Parkland, FL. After serving his country in the United States Army, he utilized his GI Bill to attend Florida State University, where he excelled in his studies. Christian's journey from military service to financial planning is a testament to his dedication, resilience, and commitment to helping others achieve their financial goals.


Christian's story is also one of perseverance and determination. He immigrated to the United States from Nicaragua at a young age, overcoming numerous challenges to build a successful career and life in his new home. This experience has instilled in him a deep appreciation for the opportunities available in the U.S. and a strong desire to give back to his community.


Outside of his professional life, Christian is a devoted family man. He lives in Coral Springs with his loving wife, Olga, and their two wonderful children, Analyn and Christian Jr. Christian enjoys spending quality time with his family and is actively involved in Financial Literacy Pro Bono work in the community. He is also an active member and Board member of the Financial Planning Association of Miami. Additionally, Christian qualified for Mensa membership and was a past member, reflecting his commitment to continuous learning and intellectual growth.


Christian's unique blend of military discipline, advanced financial education, and professional certifications positions him as a trusted advisor dedicated to helping clients achieve their financial goals with integrity and excellence.

Professional Profile

Educational Background:

Florida State University (FSU)

•    Bachelor's Degree in Finance
•    Bachelor's Degree in Applied Economics with Specialized Studies in Advanced Economic Analysis

Professional Certifications:

CFP®
CFA Level 3 Candidate

•    CERTIFIED FINANCIAL PLANNER™ (CFP®): This certification ensures that Christian adheres to high standards in financial planning, including ethics, education, and experience. It signifies his commitment to providing comprehensive and personalized financial advice, enhancing his skills in areas such as retirement planning, investment strategies, and risk management.


•    CFA Level 3 Candidate (Chartered Financial Analyst): As a CFA Level 3 candidate, Christian is pursuing one of the most respected and recognized investment management designations. The CFA Program equips him with advanced investment analysis and real-world portfolio management skills, further enhancing his ability to serve clients with integrity and professionalism.

Military Service:

United States Army Veteran

•    Christian graduated as the Distinguished Honor Graduate of his Advanced Individual Training (AIT) "14 Juliet" MOS class. During his service, he was awarded several decorations and medals, including the Army Lapel Button, Army Commendation Medal, Army Achievement Medal, Army Good Conduct Medal, National Defense Service Medal, and Army Service Ribbon. These honors reflect his dedication, discipline, and exemplary service.

Experience:

•    Over 2 decade of experience in dynamic wealth management, estate planning, and comprehensive financial planning.
•    Decorated Army veteran, bringing discipline, strategic thinking, and a client-first approach to financial advising.

Contact

I'm always looking for new and exciting opportunities. Let's connect.

954-606-0730

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