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Sara Urban, LUTCF

Sara Urban, LUTCF

Financial Consultant

Sara Urban attended Haifa University for three years and then completed her BA from City University of New York. She went on to obtain her Masters Degree from New York University. Sara also obtained a Real Estate brokers license in 1987. Sara taught Jewish studies as an Adjunct Professor at Bramson Ort College in 1990 and 1991. She also worked as an interpreter at NYANA, and helped immigrants for five years as a housing specialist for the Metropolitan Jewish Community Council. Sara is fluent in Hebrew and Persian. Sara has been with AXA Advisors, LLC since 1993. In her capacity as a Financial Consultant, she helps to provide products and services to individuals, professionals and small business owners addressing their investment, risk management and financial goals. Sara prides herself on her efforts to provide the highest level of service to her clients. She truly cares about the welfare of her clients and works tirelessly to help ensure their needs are addressed. In 1996, Sara attained her designation of LUTCF and completed the CERTIFIED FINANCIAL PLANNERTM program at CW Post Long Island University. Additionally, she has produced at the National Leaders Corp level for the last 14 years. In recognition of her outstanding performance, Sara earned the Hallmark Award in 2004 and was inducted into AXA's prestigious Hall of Fame in 2005. She has been a member of the industry standard Million Dollar Round Table. Active in her community, Sara served as past president for the Ester Chapter of Hadassah in Great Neck and the Board of IMA (a social and educational women's organization). Sara is also a member of the University of Women, an international advocacy group. Sara, her husband Mark, and children Zeba and Zal live in Greenvale, New York. California Insurance License #CAOB73051 CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

 

California Insurance License #: CA lic #0B73051


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phone (516) 358-3923
Fax (516) 358-3707
Mobile Phone (917) 418-3730
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck