Chukwudi Uraih
I was raised in a household that valued hard work, sacrifice, and education. My parents immigrated from West Africa with a suitcase full of dreams and very little else. My father became a pharmacist. My mother, a teacher. They pushed through every hardship to give us a chance at something better.
So I did what many first-gen kids do.
I followed the plan:
I followed the plan:
Get the grades.
Earn the degrees.
Secure the job.
Keep going.
Earn the degrees.
Secure the job.
Keep going.
I became an engineer, served my country, and worked on submarines. But no one prepared me for what came next:
I became the retirement plan. Not by choice—but by circumstance.
I became the retirement plan. Not by choice—but by circumstance.
When my father passed, I wasn’t just grieving—I was figuring it all out. The finances. The burial rites. The estate. The bills. There was no roadmap. No advisor. Just me—and the weight of responsibility. That moment reshaped my life. I realized that so many of us—first-gen professionals in STEM and healthcare—are building wealth while carrying family, culture, and expectations on our backs. We’re navigating complex money decisions:
- Supporting parents and siblings—here and abroad
- Balancing our careers with financial goals
- Feeling pressure to succeed without a guide
- And doing it all while trying to plan for our own futures
So I became a financial advisor. But not just any advisor. I became the advisor I wish I had. Now I help highly motivated, first-generation wealth builders from immigrant backgrounds create a financial plan that honors both where they come from—and where they’re going.
You don’t have to carry it alone.
There’s a better way. Let’s build it—together.
Education Credentials
CFP Program – Southern Methodist University (SMU)
Series 65 – FINRA
Business Dynamics – Massachusetts Institute of Technology (MIT)
MBA – Darden School of Business (UVA)
MS, Systems Engineering – The George Washington University
MS, Mechanical Engineering - Drexel University
BS, Mechanical Engineering - University of Virginia (UVA)
Military Awards
Bronze Star (2X)
Meritorious Service Medal
Army Commendation Medal
Army Achievement Medal
Operation Freedom’s Sentinel
Operation Inherent Resolve Campaign
Operation Enduring Freedom Campaign
Operation Iraqi Freedom Campaign
20 years of service in the Army Reserve