As women professionals, the financial advisors at Urban Wealth Management understand and are passionate about meeting the unique financial planning needs of women at every age, stage, and situation. Single or part of a couple? Check. Kids or other dependents? Check. No kids? Check. Caring for elderly loved ones? Check. Do any of these situations sound like you?

Changing Careers

Saving For Retirement

Planning Your Legacy

Newly Single

Our clients are made up of all kinds of people, from all kinds of households, at all ages and phases of life. Wherever you are and wherever you’re coming from, we want to get to know your goals and dreams and start creating a financial plan to make those dreams a reality.

Our approach of connecting with people to understand their goals first succeeds with every kind of client, and is becoming the standard for how financial planners work. Likewise, our philosophy of “Investing Like a Girl” and our belief in the importance of Socially Responsible Investing have been demonstrated for more than a decade to yield better results than “traditional” investment models. We believe our approach and philosophy are part of what help us succeed in serving clients from all walks of life. 

The Urban Wealth Management team is made up of accomplished women with decades of experience in financial planning and a track record of recognized leadership in the profession. We embody a variety of racial and ethnic backgrounds and experiences. We also come from a variety of professional and educational backgrounds, including not only financial services but also higher education, nonprofits, small business, and corporate America. Each advisor on our team is a Certified Financial Planner™. The firm’s office is based in the South Bay area of Greater Los Angeles, and we serve clients all across the United States.