Retirement Plan Advisor
Brian Urie, MS, CFP®, CPFA®
801-325-1903burie.lpl@macu.com
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Meet the Investment Team Brian Urie, MS, CFP®, CPFA®
Retirement Plan Advisor
Brian Urie is a retirement plan advisor serving the Intermountain West. He joined Mountain America Investment Services in 2015 and specializes in company retirement plans and retirement planning for business owners—particularly those in professional offices and the trades. Brian’s roots as an apprentice carpenter give him a unique appreciation for these professionals.
Brian earned his undergraduate degree in professional sales from Weber State University and received his Master of Science in personal financial planning from the College for Financial Planning. He is a board-certified Financial Planner*, a Certified Plan Fiduciary Advisor and a Chartered Retirement Plan Specialist. He also holds a certificate in retirement planning from the Wharton School of the University of Pennsylvania. With more than 25 years of experience as a financial advisor, Brian combines technical knowledge with practical insight to help businesses and their employees achieve financial security.
Recognized for his achievements, Brian has earned numerous sales and service awards throughout his career, including Rookie of the Year (1999) and Third Year Challenge Qualifier (a national distinction among the top 20 of his peers). He has appeared on "Wills, Trusts, and More," a weekly radio program. He has also spoken at the Brigham Young University Marriott School of Business's Grant Taggart Symposium and other continuing education programs for advisors and Utah CPAs.
Active in the community, Brian has served as scoutmaster for the Boy Scouts of America, as treasurer for Salt Lake Society of Human Resource Management (SHRM) and as a chapter director for the Parents Television Council.
Favorite pastimes for Brian include relaxing in a canoe on Silver Lake or visiting with friends in his neighborhood. Other hobbies include carpentry and ATV trail riding. Brian and his wife, Emily, are raising four sons and one daughter.
Branches served
South Salt Lake: State StreetCRPS conferred by College for Financial Planning.
*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.
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| Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed |
| Not Credit Union Deposits or Obligations | May Lose Value |
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