Gail Urban, CFP® Profile Photo

Gail Urban, CFP®

Gail Urban, CFP®, AAMS®, has been a licensed financial advisor since 2009, specializing in helping individuals. Before personal financial advising, she worked as a business financial manager in several industries for about 25 years.

About Gail Urban, CFP®

Current Role

Financial advisor

Expertise

  • Investment Management
  • Financial Planning
  • Financial Analysis
  • Estate Planning
  • Life Insurance
  • Student Loan Management
  • Debt Management
  • Retirement Planning
  • Saving For College

Certifications & Degrees

  • Certified Financial Planner™
  • Accredited Asset Management Specialist
  • Bachelor of Business Administration in finance and economics and MBA from Washburn University

Personal Finance Experience

Gail is proud to serve a wide variety of clients, whose goals range from growing wealth to planning and living a successful retirement to saving for higher education expenses. She regularly works with multigenerational families to develop unique strategies of wealth transfer. Many of her clients are also small business owners with whom she creates strategies for business succession, growing wealth, reducing taxes, and transferring wealth.

To better serve her clients, Gail has earned the designation of accredited asset management specialist (AAMS®) and certified financial planner (CFP®). Using an established process, she builds personalized financial plans for her clients that are designed to achieve their unique goals. Clients define financial security and wealth in a multitude of ways, and she embraces the diversity of opinion and enjoys helping clients work toward their distinctive goals.

She takes the time to truly listen to her clients and construct measurable goals uniquely tailored to inform them of any developments and address any needs or changes in their situations. Especially within the planning process, she enjoys the use of technology where it enhances the client experience.

Gail relishes in the opportunity to help others achieve success. She truly believes that a positive, practical, and creative relationship with money can open a door to more choices in life. Money can be a link from the past to the future. Gail feels blessed to help others as they strive to create their ideal financial lives.

Outside of AMICUS Wealth Partners, Gail loves spending time with her family, including her four grown children and five grandchildren. She is active in her local community, serving as a member of the Chamber of Commerce, City Parks & Recreation initiatives, and her local church. Gail also enjoys traveling, cooking, scuba diving, swimming, old Corvettes, sporting events, concerts, and her two dogs, Titan and Tesla.

Latest from Gail Urban, CFP®

Ultimate Cash Advance Guide: How It Works, How to Get One, and How it Affects Your Credit

A cash advance is a short-term loan that allows you to borrow a small amount...

Kentucky HELOC Rates and Lenders

A home equity line of credit (HELOC) is a great way to tap into your home equity to cover some of life’s bigger...

Montana HELOC Rates and Lenders

A home equity line of credit, or HELOC, can be a great way to tap into your home equity and use it for...

North Dakota HELOC Rates and Lenders

Home equity lines of credit (HELOCs) let you use your equity like a high-limit credit card. You can borrow against your equity, pay...

Arkansas HELOC Rates and Lenders

Looking for a HELOC in Arkansas? There are plenty of options available to residents of the state. Online lenders are more convenient and...

Delaware HELOC Rates and Lenders

Imagine tapping into your home’s value—not just once, but as often as you need. Home equity lines of credit (HELOCs) let you do...

HELOCs for New Construction

Can you open a home equity line of credit (HELOC) to finance new construction? In short, yes, you can. If you’d like to...

Why Are Student Loan Interest Rates So High?

Student loan interest rates continue to increase. Interest rates for federal undergraduate loans have doubled since 2020—from 2.75% to 5.50%. The cost of...

When to Apply for Student Loans

Knowing when to apply for student loans is integral to the financial aid process. Most educational institutions have specific deadlines for submitting the...

What Is the Start Date for Student Loan Repayment?

Knowing your student loan repayment start date is important because paying your bills on time...