Biography

Brian Urie is a CERTIFIED FINANCIAL PLANNER® professional who helps clients at (and near) retirement make decisions crucial to their retirement security.

He does so by offering a variety of financial strategies, services and products including: retirement income analysis, life and long-term care insurance, annuities and investments, as well as estate planning.*

Recognized for his achievements, Brian has earned numerous sales and service awards throughout his career.  These include the Field Club award for leadership, outstanding sales performance and exemplary service to clients.  Brian has also received the Top Club Award.  Brian is frequently asked by CPA's and fellow Financial Professionals to help them in advising their clients regarding appropriate products and services.  He has appeared on Wills, Trusts, and More, a weekly radio program on the Fox News affiliate in Saint George, Utah.

In 2008, Brian joined an exclusive group of financial professionals within AXA Advisors known as Wealth Management Strategies.  This firm of firms combines the experience, knowledge, and geographic coverage of over 20 financial professional across the country.

Active in the industry, Brian is a member of the National Association of Insurance and Financial Advisors (NAIFA).  He currently serves on the executive board of his local chapter.  Additionally, he has qualified for the industry's prestigious Million Dollar Round Table (MDRT), an international association of leading financial professionals recognized as the standard of excellence in the life insurance-based financial services industry.  Brian is a member of the Southern Utah Estate Planning Council.

Active in the community, Brian is the Salt Lake City Chapter Director for the Parents Television Council, an organization whose mission is to promote and restore responsibility and decency to the entertainment viewed by our children. 

Committed to ongoing education, Brian recently completed the course work for a Wharton Certificate in Retirement Planning.

*Funded through the use of life insurance and other financial products.

 AXA Advisors and its representatives do not offer tax and/or legal advice.

CFP^® and CERTIFIED FINANCIAL PLANNER^TM are certification marks owned by the Certified Financial Planner Board of Standards, Inc.  These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements. 

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.