Matt Urbanek, CFP®, CRPC®, CPWA®

Matt is a Wealth Planner and Senior Vice President at Baird, having joined the firm in July 2024. Matt has worked in the financial services industry for 18 years with the past 10 coming in a retirement planning and wealth planning capacity. Matt holds his Certified Financial Planner™, Chartered Private Wealth Advisor™, as well as the Chartered Retirement Planning Counselor designations. His passion is for helping individuals and families to define purpose in their wealth journey and to ensure that every client has a meaningful and impactful financial plan. Retirement Education and Planning Services at Transamerica Retirement Solutions. Matt earned his Bachelor's degrees in Economics and Legal Studies from the University of
Wisconsin-Madison.