Christopher D. Urban, RICP®

Experience

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  Bates White

  Jun 2006 - Aug 2006

  Summer Consultant
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  WNY Regional Partnership

  Oct 2006 - May 2007

  Researcher

  Regional Strategy for Growth in the Advanced Manufacturing Sector - Writer/Researcher

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  M&T Bank

  Jun 2007 - Jun 2011

  Banking OfficerBusiness Banking SpecialistDual Agent - M&T Securities (Life, Accident, & Health Insurance) Business Banking Sales Support AnalystManagement Trainee (June 2007 - June 2008)Business Banking Credit Product AnalystBusiness Banking Incentive Coordinator

  • Assistant Branch Manager - Springville Branch

    Jul 2010 - Jun 2011

  • Business & Planning Analyst

    Jun 2007 - Jun 2010
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  AXA Advisors, LLC

  Jun 2011 - Jan 2020

  Financial Consultant - Retirement Income Certified Professional (RICP®) *
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  ClearPlan Financial, Inc.

  Jan 2020 - now

  Financial Consultant - Retirement Income Certified Professional (RICP®)

  ClearPlan 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. Show less