Broker Check
Chris Urness, CFP®, ChFC®, AAMS®

Chris Urness, CFP®, ChFC®, AAMS®

Founder & CEO

I began my financial practice in 2002 with a clear understanding that building Trust is everything, and that Trust must be earned! My mission is clear: to provide honest, ethical, and transparent financial planning advice, based on a foundation of mutual trust. This is best accomplished through frequent communication where meaningful, raw conversations about financial goals, investments, aspirations, concerns, and fears are encouraged.

I am a U.S. Navy veteran, having served as a nuclear power Submarine Officer. My years of leadership experience, solving complex problems in difficult environments, and disciplined attention to detail all directly correlate to my role as a Financial Advisor. These same skill sets greatly benefit my clients today.

My wife & I have 4 wonderful children, and we enjoy spending our time together outdoors, hiking, and traveling all around the world.


RETIREMENT INCOME: developing optimal strategies for social security, pensions, and investment distributions throughout the retirement journey.

INVESTMENT PLANNING: developing appropriate risk-based portfolios in a complex global environment. Investment strategies must be constantly monitored and adjusted as dynamic situations evolve.
TAX ANALYSIS: analyzing and understanding the tax consequences of various investment products, strategies, and distributions.

ESTATE/LEGACY PLANNING: discussing appropriate strategies to plan for, help protect, and preserve your estate.

RISK MANAGEMENT/INSURANCE PLANNING: analyzing the appropriate amount and type of insurance protection throughout the journey.


PURDUE UNIVERSITY, West Lafayette, Indiana – 1990-1994
Bachelor of Science in Mechanical Engineering

Dean’s List

  • Navy Nuclear Power School – Orlando, Florida
  • Navy Nuclear Prototype Training Unit, MTS 626 Daniel Webster – Charleston, South Carolina
    OLD DOMINION UNIVERSITY, Norfolk, Virginia – 2000-2001
  • Master of Science in Engineering Management High-Distinction Honors

Professional Experience:

    Founder & CEO / Wealth Advisor
  • WADDELL & REED, INC. – 2007-2016 Wealth Advisor
  • FIRST COMMAND FINANCIAL PLANNING – 2002-2007 Wealth Advisor
  • UNITED STATES NAVY – 1994-2002 Submarine Officer
  • Naval Officer Nuclear Power Program


  • Member of Financial Planning Association (FPA)
  • Vice Chairman of the Board – Deer Valley Credit Union
  • Past Phoenix Leadership Council Member – National Federation of Independent Business (NFIB)
  • Past little league coach


  • ChFC® – Chartered Financial Consultant®
  • AAMS® – Accredited Asset Management SpecialistSM
  • Holds FINRA Series 7 & 63 registrations through LPL Financial and Series 65 registration through Wealthcare Advisory Partners.
  • Licensed to work in AL, AZ, IL, LA, NY, PA, WA, WI.