Rene' A. Nourse,  CFP<sup>&reg;</sup> - Financial Advisor

Rene' A. Nourse, CFP®

Managing Director

URBAN Wealth Management, LLC

841 Apollo St, Ste 320
El Segundo, CA 90245
FINANCIAL ADVISOR'S WEBSITE
(866) 976-6263
(424) 277-2260
CONNECT WITH Rene'
  • facebook link
  • linkedin link
Contact Me

General

Rene' Nourse is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at URBAN Wealth Management, LLC in El Segundo, CA and the surrounding communities.

Financial Advisor Overview

At UWM (Urban Wealth Management), we believe that Financial Planning is the starting point for any conversation about managing, protecting and growing your money. Your plan should be the primary driver when it comes to your money-- not the other way around. We also like to be connected with our clients on a much deeper level. Knowing who you are as a person is just as important as helping you define and reach your financial goals. It gives us better insight so that we can design strategies that will be aligned with your goals and values.

Educational teleconferences and seminars are offered throughout the year as well as monthly newsletters, and timely articles which are updated and posted on our Wealth Management University web page. We recognize that our clients are busy people, so using technology to connect is a key element of our practice. For example, we offer all clients a state of the art, interactive Financial Dashboard. The Dashboard allows clients to have a consolidated view of their financial information in one place and is updated daily. Clients can track their spending and saving, create budgets, see their net worth, and even store information in a digital "safety deposit box" Best of all, because it provides a clearer picture of their overall financial life, it allows us to view, monitor and as needed, provide timely guidance and recommendations. To learn more, visit our website: http://www.urbanwm.com
































































































More

Financial Advisor Experience

1986 - 1994   Financial Advisor  - Dean Witter Reynolds





1994 - 2000   Financial Advisor, Vice-President - Prudential Securities





2000- 2012    Financial Advisor, Vice-President - Morgan Stanley Smith Barney





2012-             Managing Director, Urban Wealth Management, LLC































































Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 22, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: CA, GA, MS, UT, OR
  • Health/disability insurance: CA, GA, MS, UT, OR
  • Fixed annuities: CA
  • Variable annuities: CA, GA, MS, UT

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Getting Divorced, Employee Benefits, Mutual Funds, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Sudden Wealth, Nontraditional Households, Women's Finances

More

Helpful Financial Planning Resources