Matt Urbanek, CFP®, CRPC®, CPWA®
Wealth Planner
Matt is a Wealth Planner and 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 both his is Certified Financial Planner®, 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.
Prior to joining the Wealth Planning team at Baird, Matt worked as the Financial Planning Director for the Wisconsin, Minnesota, and Dakotas markets at Morgan Stanley and additionally the Midwest Regional Manager for 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.
Matt lives in New Berlin, Wisconsin with his wife Molly, daughter Isabella, and bordoodle dog Jack. Outside of work, Matt enjoys traveling, all things outdoors (biking, hiking, golfing, lake lounging), and all things Wisconsin sports.