Michael Urch Senior Wealth Manager and CFP

Michael Urch, CFP®

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-centric firms. He graduated magna cum laude from Bethel University with a BA in economics and finance, as well as a minor in mathematics.

Michael lives in Golden Valley, Minnesota with his wife, Bri and their three children. When he is not working, he enjoys exploring parks and reading books as a family, hiking, and playing guitar.

More about Michael

Favorite quote:

“Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett

My superpower:

Figuring out what things really matter in a noisy world and focusing on them.

Advice:

Building wealth isn’t about what you make. It’s about what you keep.

Favorite Book:

“The Essays of Warren Buffett” compiled by Lawrence A. Cunningham

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