Experience

Dynamic Advisor Solutions

• United States
• Investment Management
• 1 - 100 Employee

• Investment Advisor

  • Sep 2012 - Present

  Urban works with clients all over the country with a focus on Arizona and Southern California. He specializes in providing investment management solutions and financial planning services to his clients. His experience also extends to the college planning service, helping families understand and navigate the difficult financial aid process.Urban earned a Bachelor of Science degree in Business Administration in 2001. He started his financial services career with Vanguard and later worked for Charles Schwab & Co., Inc. Since 2011, he has worked as an Investment Advisor to his individual and business clients and is pleased to offer college planning services as well. Additionally, with his extensive experience consulting to advisors, Urban consults with existing advisors moving to a more independent business model.In addition to being a financial advisor, Urban has extensive experience and knowledge in the college planning arena. He is regularly asked to present to parents to help them to gain understanding of how to qualify for the maximum amount of grants and scholarships.Urban Adams is an Investment Advisor Representative with Dynamic Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors.

• Business Development Executive

  • Aug 2012 - May 2019

  Dynamic is recognized as a premier provider of essential resources to professional wealth management practices. Its turnkey practice platform includes asset management, and enables wealth advisors to save money and focus on clients while positioning themselves for success and growth. With myVirtualPractice, a suite of wealth management practice solutions, Dynamic hands the professional wealth advisor the keys to a comprehensive custom-built virtual office and practice complete with staff, back/middle office, accounting/billing, compliance and even a Virtual Assistant. The wealth advisor need only add clients and they are up and running instantly. For many breakaways and independent wealth advisors, being part of a nationwide community of like-minded professionals is one of the most valuable components of their affiliation with Dynamic. For more information, please visit us at www.DynamicWealthAdvisors.com or call 877-257-3840 x575.



UWA Consulting

• United States
• Financial Services

• Consultant to Investment Advisors

  • Jun 2019 - Present

  Experienced consultant to investment advisors with over 15 years in the financial services industry, including currently serving as a practicing advisor. Urban has extensive experience in the RIA industry and has coached many advisors to assist them in making the right change for their career. Whether that means; starting their own firm, joining an existing firm or making the move from an employee role to independence. Experienced consultant to investment advisors with over 15 years in the financial services industry, including currently serving as a practicing advisor. Urban has extensive experience in the RIA industry and has coached many advisors to assist them in making the right change for their career. Whether that means; starting their own firm, joining an existing firm or making the move from an employee role to independence.



The HEFAR Group

• United States
• Education Management

• College Funding Advisor

  • Aug 2019 - Jul 2021



Irvine Unified School District

• Primary and Secondary Education
• 700 & Above Employee

• Walk On Coach - Softball

  • Aug 2014 - Sep 2020

  JV Softball Coach, 2014 - 2020 Assistant Tournament Director - Alan Dugard Softball Classic, 2016 - 2020 JV Softball Coach, 2014 - 2020 Assistant Tournament Director - Alan Dugard Softball Classic, 2016 - 2020



Index Fund Advisors, Inc.

• Investment Management
• 1 - 100 Employee

• Director of Operations, Investment Advisor Representative

  • Jan 2011 - Jan 2012

  Responsible for day-to-day operations of independent advisory firm with over 1500 client relationships. Oversaw staff from various departments (Trading, Advisor Support, IT, Reception). Effected a 45% reduction in OT use year over year from 2010 to 2011. Instituted client service task tracking and workflow for Advisor Support team. Earned Series 65 license and provided advisory services to individual clients. Oversaw projects related to back office operations, CRM, and performance management platforms.



Piaget Child Development, Inc.

• Phoenix, Arizona Area

• Owner

  • Jun 2005 - Apr 2011

  Co-Owner of company that operated child care facility in Central Phoenix. Administer treasury, payroll, and retirement plan for organization with 20+ employees and annual revenue of ~$1 million Co-Owner of company that operated child care facility in Central Phoenix. Administer treasury, payroll, and retirement plan for organization with 20+ employees and annual revenue of ~$1 million



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Senior Relationship Specialist/Schwab Advisor Services

  • Mar 2008 - Jan 2011

  Dedicated contact for two national advisory firms with over $1B in AUM through Schwab Advisor Services Subject Matter Expert for Tax/Retirement, and Estate Issues Operations Consultant providing on-site visits to advisory firms to improve back office efficiencies Dedicated contact for two national advisory firms with over $1B in AUM through Schwab Advisor Services Subject Matter Expert for Tax/Retirement, and Estate Issues Operations Consultant providing on-site visits to advisory firms to improve back office efficiencies



Charles Schwab

• United States
• Financial Services
• 700 & Above Employee

• Sales Support Specialist/Schwab Private Client

  • Aug 2000 - Jul 2006

  Managed Account marketing, service and operations subject matter expert for field sales force in Investment and Service Centers Participated in the development and delivery of training material to nationwide sales force to improve efficiencies and increase adoption of Managed Account offers Participated in ongoing, cross-enterprise committees to improve processes and efficiencies Instructional and training material for sales force personally delivered by attendance at large group off-sites, small group meetings organized by MA Sales, conference call, and WebEx presentation



Vanguard

• United States
• Financial Services
• 700 & Above Employee

• Communications Associate

  • Mar 1999 - Aug 2000

  Proactively discuss with Individual Investor clients the principles of index investing Respond to inbound correspondence from Individual Investor segment to process money movements, fund trades/exchanges, or account maintenance issues Coordinate with internal partners to resolve service issues and remain point of contact for clients Proactively discuss with Individual Investor clients the principles of index investing Respond to inbound correspondence from Individual Investor segment to process money movements, fund trades/exchanges, or account maintenance issues Coordinate with internal partners to resolve service issues and remain point of contact for clients