Profile Image

David Urlaub

CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 RICP® i
Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.

Professional Profile

About me (self-reported)

I believe the resources we’re entrusted with are meant to be managed with purpose, wisdom, and care. I help individuals and families bring clarity and structure to their financial decisions, connecting what they’re building today with what they hope to support tomorrow. My approach is rooted in genuine relationships, thoughtful guidance, and helping people align their finances with what matters most, building stronger futures for themselves, their families, and their communities.

Address 8610 Explorer Dr.
Colorado Springs, CO 80920

View on Google Maps

My Expertise Philanthropic & Estate Planning, Retirement Income Planning Designations Held
CAP® i
Chartered Advisor in Philanthropy® :

Applies deep, specialized knowledge and tools to help you articulate and advance your legacy for yourself, your family, and society.

 RICP® i
Retirement Investment Certified Professional® :

Applies deep, specialized knowledge to build a sustainable and holistic retirement income strategy, tailored to your situation and income sources.
Minimum Assets $50,000 - $99,999 Minimum Income $50K - $99,999 Languages Spoken (self-reported) English

Contact David

Send David a Direct Message

I agree to the terms of use.
Is this you? Update your profile.

Disclosures

‘Your Advisor Guide’ information about professionals on this site is a resource presented to help you understand the educational qualifications and background of our designee holders and to verify designations and educational requirements. It also serves as a resource for professionals to self-report and showcase their credentials and expertise. It is not a recommendation to engage their services.

The American College of Financial Services (“The College”) is not responsible for and cannot verify information from sources other than The College. The accuracy and completeness of the information in ‘Your Advisor Guide’ or on this website is only as reliable as the information that is self-reported to The College. The content on this website is provided for informational purposes only.  

What The College verifies when you use ‘Your Advisor Guide’:

• The professional is a College designee holder in good standing
• The professional listed as a College designee holder has met the educational requirements for the designation listed, including successfully passing individual courses and/or exams to provide knowledge retention and understanding
• The professional is up to date on current College designation continuing education

Please be aware that The College does not:

• Verify the accuracy or completeness of information self-reported by the professional
• Endorse or recommend any specific professional or firm
• Guarantee the suitability of any professional or firm for your specific financial needs
• Verify any past regulatory, criminal, or disciplinary actions on a professional’s record or on a firm. A FINRA BrokerCheck link is prominently displayed below a professional’s contact information. You can thoroughly search an advisor’s regulatory history on that site.

Users of The College’s ‘Your Advisor Guide’ are solely responsible for:

• Independently verifying the credentials and qualifications of any professional or firm listed
• Conducting their own due diligence and their decisions relating to the selection of a specific professional or firm