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Retirement Plan Advisor

Brian Urie, CFP®, CPFA®, CRPS®

Brian Urie

Retirement Plan Advisor
 

Brian Urie is a retirement plan advisor serving the Utah region. He joined Mountain America in 2015 and specializes in company retirement plans and retirement planning for business owners.

Urie is a graduate of Weber State University and comes to Mountain America with more than 17 years of experience as a financial advisor. Brian is committed to ongoing education and is a board-certified Financial Planner* and Chartered Retirement Plan Specialist. He also has a certificate in Retirement Planning from the Wharton School, University of Pennsylvania.

Recognized for his achievements, Brian has earned numerous sales and service awards throughout his career. These include the Rookie of the Year (1999), Third Year Challenge Qualifier (national distinction among the top 20 of his peers) and others. He has appeared on Wills, Trusts, and More, a weekly radio program on the Fox News affiliate in Saint George, Utah. He has spoken as an instructor at the Brigham Young University Marriott School’s Grant Taggart Symposium and at other continuing education programs for advisors and Utah CPAs.

Active in the community, Brian has served as Scoutmaster for the Boy Scouts of America, Treasurer for Salt Lake Society of Human Resource Management (SHRM) and the Salt Lake City Chapter Director for the Parents Television Council (an organization whose mission is to protect children from graphic content in the media).

Brian’s favorite place to be is sitting in a canoe on Silver Lake with a fishing pole in his hand. His hobbies include carpentry and ATV trail riding. Brian is married and has six sons and one daughter.


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*Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.