Title: Certified Financial Planner
Company: Wealthbridge Financial
Location: Sherman Oaks, California, United States
Tony Urfalyan, Certified Financial Planner at Wealthbridge Financial, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements and leadership in the Finance Industry.
Mr. Urfalyan is recognized for his tireless commitment to financial planning, marked by excellence and a focus on serving medical professionals, including doctors, dentists, pharmacists, nurses and nurse practitioners. Since 2023, he has held the position of certified financial planner at Wealthbridge Financial, where he is responsible for communicating with scheduled clients and regularly monitoring stock market activity. Mr. Urfalyan’s expertise extends to student loan management, income protection through insurance and retirement income maximization, reflecting a high level of proficiency in these specialized areas.
Headquartered in Sherman Oaks, California, Wealthbridge Financial offers a range of services, including wealth-building strategies, retirement planning and life insurance protection. The company focuses on providing clients, from individuals and families to business owners, with expertise tailored to their unique, long-term goals.
Before joining Wealthbridge Financial, Mr. Urfalyan served as a financial planner at Pruco Securities, LLC, a Prudential Financial, Inc., subsidiary, from 2018 to 2023. During this period, he honed his skills in comprehensive financial planning and client relationship management, building a reputation for reliability and strategic insight. Between 2017 and 2018, Mr. Urfalyan was a wealth adviser at Western International Securities, further expanding his knowledge of wealth management solutions.
Among his earlier positions, Mr. Urfalyan worked as a private banker at JPMorgan Chase & Co. from 2015 to 2017, where he managed high-net-worth client portfolios and delivered personalized banking services. He began his professional journey as a premier banker at Wells Fargo from 2012 to 2015. In this foundational role, Mr. Urfalyan developed essential skills in customer service and financial product delivery that would serve as the basis for his subsequent achievements.
Mr. Urfalyan’s academic background included earning a bachelor’s degree in business finance from the University of Phoenix in 2018. This educational foundation provided him with critical analytical skills and business acumen that have been instrumental throughout his career. Mr. Urfalyan also received numerous professional designations, making him highly qualified in his field. Among them, he received a life and health insurance license from the California Department of Insurance in 2014, followed by the Securities Industry Essentials credential and Series 6 and Series 63 licenses in 2015, and Series 7 and Series 66 licenses in 2017, all through the Financial Industry Regulatory Authority. Furthermore, Mr. Urfalyan earned the chartered financial consultant designation from the American College of Financial Services in 2025 and the certified financial planner designation from the Certified Financial Planner Board of Standards Inc. in 2025.
Mr. Urfalyan’s membership in ProVisors further demonstrates his dedication to professional development and industry engagement. Attributing his success to the knowledge and experience gained from working with several large companies over nearly 15 years in the industry, he emphasizes the importance of building relationships as central to his achievements. Dedicated to supporting his family, Mr. Urfalyan aspires to become more accomplished professionally within his community while helping as many individuals as possible achieve their financial goals.
For more information, please visit:
Contact Mr. Urfalyan:
Your message has been sent
