As a CERTIFIED FINANCIAL PLANNER,™ Michael advises his clients on insurance planning, investment planning, retirement income planning, tax planning, and estate planning. He prides himself on being a professional advisor who puts planning before products. This is one of the reasons he was attracted to 360 Financial’s client-focused culture. Michael likes to start with each client’s “why.” By understanding what’s truly important to them, the “what” of investment and planning strategies can be custom designed to support their long-term ambitions. Prior to joining 360, he spent nine years honing his skills first at a Fortune 100 Financial Services Company and then at independent, planning-cen
Michael Urch
Senior Wealth Manager
360 Financial
United States, Minnesota, Minneapolis
About Me
Profile Information
Senior Wealth Manager
360 Financial
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Minneapolis
Minnesota
United States
Jan 9, 2025
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