Michael A. Urbik ChFC CLU
Professional Qualifications
Bachelor of the Arts, St. John’s University, MN 1979
Former Certified Financial Planner (CFP) College of Financial Planning, Denver, CO 1984
Chartered Life Underwriter (CLU) American College, Bryn Mawr, PA 1987
Chartered Financial Consultant (ChFC) American College, Bryn Mawr, PA 1988
Enrolled, Registry of Certified Financial Planners, 1993
Member, Former International Association of Financial Planning (IAFP) since 1983
Member, Former Institute of Certified Financial Planners (ICFP) since 1984
Member, (Newly formed from IAFP and ICFP) Financial Planning Association (FPA)
NASD Series 63 and 65 licensed
As Quoted in
Wall Street Journal
CBS Radio Network
Associated Press
Chicago Tribune
Portland Oregonian
Cleveland Plain Dealer
WJMK “Money Talks” program, Chicago
Personal Info
Married over 40 years with 7 sons
Resides in Wheaton, IL
Volunteer Work
St. Gregory’s Academy, Moscow PA 1996 to present
Fraternity of St. Peter, Elmhurst, PA and Lincoln, NE 1996 to present
American Life League, Stafford, VA 1990 to present
1998 to 2000 Commissioner, Suburban Parochial Football League
Head Football Coach, St. Michael’s School, Wheaton, IL 1997-2000
Head Football Coach, Wheaton Rams 2000-2002
Assistant Varsity Coach, Wheaton Warrenville South High School 2003 to 2018
