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Brian Ursu, CFP (President at Intentional Wealth Advisors)

The Startup Life

Release Date: 09/11/2020

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More Episodes

In this episode, we talk to Brian Ursu, CFP (President at Intentional Wealth Advisors) as we discuss financial planning for the future, how his daughter sparked the idea for his new book, and we even talk a little soccer. 

Purchase Brian's book here

Check out Intentional Wealth Advisors, LLC 

**More On Brian**

Having worked nearly 30 years in the financial industry, actively listening to his clients, Brian has a clear idea of their concerns: enough money for a comfortable retirement, the ability to help their children through school and their parents through life, manageable taxes, and financial stability and confidence. Twelve years ago, this knowledge, coupled with his integrity, compelled Brian to open his own, small-by-design wealth management firm where he could freely choose and design investment strategies that best address his clients’ individual needs and risk tolerance. An avid reader and passionate about his work, Brian strives to stay well-educated and current in what the financial industry is doing, using his experience, skills, and advanced financial planning software to help individuals, their families, and their closely-held businesses.

Brian uses asset allocation (that is, the process of dividing a portfolio among major asset categories such as bonds, stocks or cash) and rebalancing to keep portfolios diversified and to minimize loss. (See “Our Mission.”) His goal is to provide clients with some of the best professional and personal service they have experienced in this industry as he works with them toward building and preserving their wealth and financial confidence.

He has earned several titles acknowledging his accomplishments:

  • President, Economic Club of Traverse City, MI
  • Certified Financial Planner, since 1994
  • Registered Principal, Securites licensed in MI, IL, AZ, CA, CO, FL, NY, OH, TX, WA, WI
  • SmartVestor pro in the (Dave) Ramsey Solutions directory
  • True Wealth Planning, Certified Advisor
  • Life and Variable Contracts, licensed in MI
  • PEAK Practice of the Year 2009 (based on client services and business growth)
  • LPL Financial Patriot Club (Top 5% of LPL Advisors, based on revenue)

Brian, his wife, and two of their five children live in an intentional community in Leelanau County. (The older ones are in college or beyond, with two living much too far away on the west coast.) As much as possible, they enjoy reading, outdoor activities, and get-aways to Mackinac Island.  Brian’s personal goal is to live with intention, to enjoy a long, healthy, meaningful life while helping others do the same.

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Written by: Dominic Lawson Avani Garde

Executive Producers: Dominic Lawson and Kenda Lawson

Music Credits:

**Show Theme**

 Behind Closed Doors - Otis McDonald 

**Break Theme**

Cielo - Huma-Huma 

Sponsors/Partners

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If you’re concerned about the safety of your employees and the sustainability of your organization, you need the resources and connections RIMS provides. Learn more at www.rims.org/Podcast. You can save 25% off a year-long membership. 

Go to the Phillip Stein and use code SLEEPEZ to get 10% of your new Philip Stein Sleep Bracelet. 

Visit peopleready.com/startuplife to learn more about how you can partner with PeopleReady.

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