ClearPlan Financial, Inc.
Christopher D. Urban, RICP®, is a seasoned financial consultant currently with ClearPlan Financial, Inc. since January 2020, specializing in retirement income planning. Prior experience includes nearly nine years at AXA Advisors, LLC, where Christopher also held the designation of Retirement Income Certified Professional (RICP®). Earlier roles at M&T Bank encompassed a variety of positions, including Assistant Branch Manager and Business & Planning Analyst, and included expertise in business banking and securities. Academic credentials include a Bachelor of Science in Economics and Finance from Canisius University and a Regent's Diploma from Frontier Central High School.
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ClearPlan Financial, Inc.
ClearPlan Financial, Inc. provides portfolio management, retirement, estate, and tax planning. We integrate complex financial strategies to make sure one discipline doesn’t adversely impact another. ClearPlan’s holistic approach starts with a comprehensive evaluation of our client's financial goals, time horizons and risk tolerances. Our firm’s success has come from developing productive long-term professional relationships with our clients. We advise a nationwide client base with over $400 million in investment assets. As independent fee based advisors, we provide personalized, objective advice. We work with families and businesses who are looking for direction as they face complex financial challenges. Securities offered through Registered Representatives of Cadaret Grant & Co. Member FINRA & SIPC. ClearPlan Financial, Inc and Cadaret Grant are separate entities. As a CFP®, Robert E. Kloss, Ray Carter and ClearPlan Financial may be compensated by Commission and Fees.