Urban Wealth Management (UWM)

Rene Nourse is a CFP® with 43 years of industry experience, currently serving at Urban Wealth Management (UWM) in El Segundo, CA. His prior roles include positions at Trutoro/Veritas and Purshe Kaplan Sterling Investments. He also manages UWM Insurance Services, LLC, where he offers fixed insurance products to clients. Urban Wealth Management is a fee-based advisory firm providing discretionary investment management and comprehensive financial planning to individuals, high-net-worth clients, businesses, and charitable organizations. The firm employs a core-and-satellite investment approach, integrates financial planning with investment management, and offers client education through its structured “Get-In-Gear” programs.

Julia Seroskie is a financial advisor at Urban Wealth Management with 18 years of industry experience. She holds a Series 66 designation and previously worked at MML Investors Services Inc. and MassMutual for 17 years. Urban Wealth Management is a fee-based advisory firm serving individuals, high-net-worth clients, businesses, and charitable organizations. The firm combines discretionary investment management with comprehensive financial planning, using a core-and-satellite investment approach and integrating client education through structured coaching programs.

April Charles is a financial advisor with Urban Wealth Management in El Segundo, CA, holding a Series 66 designation and 25 years of industry experience. Her prior roles include positions at Veritas Independent Partners, Purshe Kaplan Sterling Investments, and CONCERT Wealth Management, Inc. She has been with Urban Wealth Management since 2017. Urban Wealth Management is a fee-based advisory firm serving individuals, high-net-worth clients, businesses, and charitable organizations. The firm employs a core-and-satellite investment approach combining passive and active strategies, integrates financial planning with investment management, and offers client education through structured coaching programs.