The Dave Pamah Show

Helping Millennials and Gen-Z Prioritize Their Post-Pandemic Financial Future with Brian Ursu

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Episode notes

Brian Ursu has helped clients meet their financial goals for more than 30 years. He has worked in large financial institutions, at a major wire-house brokerage firm, and now in his own wealth-management firm, Intentional Wealth Advisors LLC. His focus is on education as well as client service. Brian is a certified financial planner (CFP) advising on investments, retirement plans, estate and tax planning, insurance and legacy planning. Brian also holds a general securities license, a general securities principal license, life and health insurance licenses, and is registered in fourteen states. He lives in Northern Lower Michigan near the bayside community of Traverse City. He and his wife of 30 years have raised five children, three of whom are now adults living independently. These three are the motivation for this book” his sharing of the lessons he learned about achieving financial security. The lessons are universal, though, and helpful to anyone who is becoming financially aware for the first time.


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