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Introductory Call — 30 minutes

Let's talk through
your plan.

A 30-minute introductory call with Tony Urfalyan, CFP®, ChFC® to discuss your financial situation and goals. No preparation needed. Pick a time that works, and we'll take it from there.

01 / Pick a time

Book your call.

Introductory Call with Tony Urfalyan, CFP®
30 min · No cost
Calendar not loading? Open the booking page in a new tab or call (310) 620-1150.
02 / What to expect

Here's how the call goes.

Step one

You bring what's on your mind.

No preparation required. Whether it's retirement, investments, insurance, your business or practice, taxes, or you're just not sure where to start — we'll work through it together.

Step two

You leave with a clear next step.

That might mean working together, or it might mean a few specific recommendations you can act on yourself. Either is a good outcome.

Step three

No pressure, no sales pitch.

I'm a fiduciary CFP®. My job on this call is to understand your situation and tell you the truth about what I see — not to sell you anything.

03 / Questions

Before you book.

What happens on the introductory call?
We spend about 30 minutes getting to know each other. You share what's on your mind — retirement, investments, insurance, your business or practice, taxes, or general financial planning — and I ask the questions I need to understand your situation. By the end of the call, you'll have a clear sense of whether and how we might work together, or specific direction you can act on yourself. No preparation is required.
Is there a cost for the introductory call?
The introductory call is at no cost to you. It's a chance for both of us to determine whether we're a good fit before any engagement begins. If we decide to work together, fees for ongoing advisory or planning work are discussed and disclosed in writing before any services begin.
Do you work with clients outside California?
Yes. While Wealthbridge Financial is based in Sherman Oaks, California, advisory services are delivered through Acrylic Financial, a Registered Investment Advisor, which allows me to serve clients across the United States. Most planning conversations happen virtually by video call regardless of where you live, so geography rarely matters.
What if I'm not ready to make changes right now?
That's completely fine. Many people book an introductory call months or years before they're ready to engage with an advisor. The call is genuinely no-obligation. If the timing isn't right, you'll still leave with a clearer sense of your situation and what to think about next.
Are you a fiduciary?
Yes. As a CERTIFIED FINANCIAL PLANNER™ professional providing advisory services through Acrylic Financial, a Registered Investment Advisor, I am held to a fiduciary standard of care when providing investment advice. That means I am obligated to act in your best interest — not to sell products or earn commissions at your expense.
Your Bridge to Wealth

Still scrolling?
Let's talk.

The hardest part of any plan is the first conversation. Pick a time above — or call directly — and we'll take it from there.

Pick a time (310) 620-1150

Important Disclosures

Investment advisory services are offered through Acrylic Financial, a Registered Investment Advisor. Client assets are custodied at Charles Schwab & Co., Inc., member SIPC. Wealthbridge Financial, Acrylic Financial, and Charles Schwab are separate and unaffiliated with one another except where noted. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions. The introductory call described on this page is offered for educational and informational purposes only and does not, by itself, constitute the rendering of personalized investment advice or the formation of an advisory relationship. No advisory relationship is established until a written agreement is executed by both parties.

Warranties & Disclaimers

There are no warranties implied. Acrylic® Financial, Inc. (“RIA Firm”) is a registered investment adviser located in Fountain Hills, AZ. Acrylic® Financial, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Acrylic® Financial, Inc.’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Acrylic® Financial, Inc.’s web site on the Internet should not be construed by any consumer and/or prospective client as Acrylic® Financial, Inc.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Acrylic® Financial, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Acrylic® Financial, Inc., please contact the state securities regulators for those states in which Acrylic® Financial, Inc. maintains a registration filing. Additional information about Acrylic Financial, Inc., including its Form ADV Part 2A Disclosure Brochure and Form CRS (Customer Relationship Summary), is available on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov. Copies may also be obtained directly from Acrylic Financial upon request. Acrylic® Financial, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Acrylic® Financial, Inc.’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.