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Andrew K

CFP®

Chicago, IL

Urban Financial Advisory Corporation

Andrew Kitay is a CFP® professional with six years of experience at Urban Financial Advisory Corporation in Chicago. Prior to joining Urban Financial, he held roles at EY and The Ohio State University. Urban Financial Advisory Corporation serves mid- to high-net-worth individuals and related entities, delivering comprehensive financial planning and portfolio management. The firm integrates accounting and legal services alongside advisory work, providing tax planning, compliance, and estate administration in addition to investment management.

General retirement planning Income planning General tax planning Wealth management Real estate investing Executive Founder/Business Owner
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Steven U

CFP®, Series 65

Evanston, IL

Urban Financial Advisory Corporation

Steven Urban is a CFP® and Series 65 designated advisor with 29 years of industry experience. He is a principal at Urban Financial Advisory Corporation in Evanston, IL, where he has worked since 1990. Urban Financial Advisory Corporation serves mid- to high-net-worth individuals and related entities, offering comprehensive financial planning and portfolio management. The firm integrates accounting and legal services alongside its advisory work, and specializes in advising clients with complex employer-sponsored retirement and compensation plans.

General retirement planning Income planning General tax planning Wealth management Real estate investing Executive Founder/Business Owner
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Jeremy A

CFP®

Chicago, IL

Urban Financial Advisory Corporation

Jeremy Ander is a CFP® professional with Urban Financial Advisory Corporation, where he has worked since 2007. He is based in Chicago, IL, and has 19 years of experience with the firm. Urban Financial Advisory Corporation advises mid- to high-net-worth individuals and related entities, offering comprehensive financial planning and portfolio management. The firm integrates accounting and legal services alongside advisory work, and specializes in handling complex employer-sponsored benefit plans for clients.

General retirement planning Income planning General tax planning Wealth management Real estate investing Executive Founder/Business Owner
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