Adam Hurd, CPFA® in

Adam Hurd, CPFA®

Critic · DISC type C
President | Financial Planner at 642 advising
📍 New York City Metropolitan Area, 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.

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Experience
19 Years
Current Role
President | Financial Planner
Location
New York City Metropolitan Area, United States
Personality Overview

How Adam shows up

Precise
Negotiator
Objective Thinker

They like to do things independently and don’t look for support from others. They are quite likely to negotiate on pricing or other key terms. They choose to analyze logically and value facts to emotions.

Priorities

Topics Adam cares about

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

Work history

7-2016
President | Financial Planner
642 advising
4-2023
Coach
Atomic Business Coaching
7-2015 - 6-2016
Financial Planner
MetLife
10-2009 - 6-2016
Investment Adviser Representative
MetLife
1-2009 - 6-2016
Financial Services Representative
MetLife
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2009 - 2016
FSCP & LUTCF
The American College of Financial Services
9-1996 - 5-1997
Finance and economics
Hofstra University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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