Adam Herzing, CFP® in

Adam Herzing, CFP®

Evaluator · DISC type scd
Financial Adviser at Eagle Strategies, LLC
📍 Ladera Ranch, California, 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 overviewLogin to view overview
Experience
22 Years
Current Role
Financial Adviser
Location
Ladera Ranch, California, United States
Personality Overview

How Adam shows up

Thorough Evaluator
Fast But Analytical
Hard To Convince

They focus on the results, but can still be quite procedural and analytical about how to get there They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Priorities

Topics Adam cares about

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

Work history

1-2010
Financial Adviser
Eagle Strategies, LLC
12-2007
Financial Services Professional
NYLIFE Securities LLC
11-2007
Licensed Agent
New York Life Insurance Company
5-2002 - 1-2007
Football Player
National Football League
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1998 - 2003
Bachelor's Degree
California Polytechnic State University-San Luis Obispo
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

Other Eagle Strategies, LLC Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

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