Broker Check
Nick Urban

Nick Urban

CERTIFIED FINANCIAL PLANNER™

My passion is to help guide families and individuals to elevate their peace of mind, allowing them to pursue what truly matters most to them in life. I live this through my role as an Associate Advisor with Advanced Wealth Strategies. My primary focus involves partnering with the families that we serve to ensure they stay on track for their personal goals. From a firm level, I am involved with the client onboarding process and vendor relationship management.

I graduated from Central Michigan University with honors, with a B.S.B.A in Personal Financial Planning, and have obtained my CERTIFIED FINANCIAL PLANNER™* designation. I also hold the Registered Financial Associate designation from the International Association of Registered Financial Consultants due to national achievements.

In addition to my full-time advising role, I spend time giving back to my alma mater by volunteering at the business college and helping lead students through the Personal Financial Planning program. In my free time, I enjoy cooking, working out, and doing outdoor activities with my family.