Adam Funk, CFP® in

Adam Funk, CFP®

Login to view DISC.
Certified Financial Planner (CFP) at Savings Coach
📍 Royal Oak, Michigan, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overview
Experience
17 Years
Current Role
Certified Financial Planner (CFP)
Location
Royal Oak, Michigan, United States
Personality Overview

How Adam shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Adam cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topics
Career

Work history

2006
Certified Financial Planner (CFP)
Savings Coach
2002 - 2012
Rotations for Savings Coach Career Development
Financial Industry
2007 - 2010
Unit Manager - Shareowner Services
The Bank of New York Mellon
1993 - 2001
Mogul Skier
Funk Mogul & Freeride Inc
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
2001 - 2006
Master's Degree
Walsh College
1990 - 1995
Bachelor's Degree
University of Michigan
1985 - 1990
Education details unavailable
Troy Athens
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Adam. Free, 10 seconds.