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First Command Financial Advisor - Luis Urbina-CLOSED
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1919 Oakwell Farms Pkwy, Suite 200,

San Antonio, TX, 78218

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Business claimed Last updated: Over a year ago
About First Command Financial Advisor - Luis Urbina-CLOSED

Luis A. Urbina joined First Command Financial Services as a Financial Advisor in June 2020, following a 26-year career in the United States Army, where he attained the rank of 05. Luis understands the Go to full description...

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2108247099
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M-Su Closed
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Email address: LAUrbina@firstcommand.com
Luis A. Urbina joined First Command Financial Services as a Financial Advisor in June 2020, following a 26-year career in the United States Army, where he attained the rank of 05. Luis understands the challenges and opportunities associated with life in the military and is committed to helping service members and their families get their financial lives squared away. Luis has a Bachelor’s degree in Civil Engineering from Texas A&M and a Master’s degree in Science in Management from Florida Institute of Technologies and several Post Graduate Certificates in Finance from University of South Carolina, Columbia, SC. Luis also holds Series 7 and Series 66 securities licenses plus life and health insurance licenses in Texas. Luis is committed to coaching clients to pursue their financial goals and lifetime dreams by bringing sound financial knowledge and trustworthy advice to a lasting relationship with each individual and family he serves. In his free time, Luis enjoys football, spending time with family, and traveling. Active in his community, Luis is motivating to his clients to adapt the necessary financial behaviors as soon as possible; by coaching them in setting specific and meaningful goals that are aligned with their values while taking into consideration debt, risk and asset management of their financial future. First Command offers a comprehensive set of financial planning products and services, including banking, investments, insurance and retirement planning. More than 500 First Command Financial Advisors across the country and abroad are committed to the company’s Mission of “Coaching those who serve in their pursuit of financial security.”
Specialties: Comprehensive financial planning, Investment strategies, Education funding solutions
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