Founding
Story

Providing Affordable and Accessible Financial Advice

Live your best life

I graduated from college with over $25,000 in student loan debt in 2006, and racked up significant credit card debt after starting my first job. My financial situation negatively impacted all other areas of my life and created a cycle of being depressed due to the debt burden, and overspending to make myself feel better. It was a vicious cycle. Eventually I learned how tobreak the cycle, pay off my debt and build healthy savings.

At the time, I was working for a large insurance firm, primarily working with and trying to attract high net-worth clients to solidify their wealth accumulation and minimize their large tax burdens. But I found that I wanted to do something more fulfilling. I decided to take what I had learned through my own financial struggles and pursue fee-only financial planning. I wanted to help others navigate their finances and avoid the challenges I experienced.

With Franklin Star Wealth Planning, I help my clients reduce debt, identify goals, increase savings and mange investments. I believe objective and honest financial advice shouldn’t only be for millionaires and the super wealthy. My goal is to simply help you get your money situation on track so you can live your best life.

Adrian Urias, Founder and Financial Planner
Franklin Star Wealth Planning