Gail Urban, CFP®

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.