Alan Pignataro

Observer
DISC Type : ci

Financial Advisor at Northwestern Mutual

Lima, Ohio, United States

Overview

Alan Pignataro is a Financial Advisor with Northwestern Mutual based in Ohio, recognized by Forbes as a Top Best-in-State Financial Security Professional. He focuses on developing lasting client relationships by providing expert guidance for a lifetime of financial security, utilizing a detailed four-step approach.

Outside of his professional life, Alan has a background in athletics from his time at Defiance College. He also serves on the Board of Governance for Lima Central Catholic High School, demonstrating a commitment to his local community and education.

Interesting fact: Alan was named to Forbes 2025 Top Best-in-State Financial Security Professionals list.

Personality Overview

Value Driven

Curious

Example Seeker

They can sound friendly and charming but can quickly change gears to become inquisitive and probing.  They are likely to ask many questions and look heavily for supporting information. They are generally strong communicators and are not easy to convince.

Topics They Care About

Financial Security
His professional mission is centered on providing expert guidance to help clients achieve a more secure future for themselves and their families.
Long-Term Planning
He specializes in helping clients protect and preserve assets over the long term, ensuring their financial plans serve their needs over time.
Community Service
He is actively involved in his community, serving as a member of the Board of Governance for Lima Central Catholic High School.

Media Appearances

Alan has no verified media appearances

Work History

3-1986
Financial Advisor at Northwestern Mutual

Education

Education details unavailable from Defiance College

More Information

Social Presence :

Prographics :

Exp : 39 Location : Lima, Ohio, United States Job Level : N/A Designation : Financial Advisor at Northwestern Mutual
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Insights For Selling To Alan

During A Call Or A Meeting

DO's

  • Use phrases like ‘clear proof that’, ‘data shows’ etc.
  • Help them realize that there is no personal risk in making this decision
  • Persuade objectively how your product will help them achieve their goals

DONT's

  • Don’t be too objective but make sure to pad your storytelling with data points
  • Avoid making offhand commitments
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Alan is

  • Proven value, strong testimonials are important to them, relationships will have some weightage.
  • Will you ever get a clear answer from Alan

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Alan move?

  • They like to analyze well and then make their decisions.
  • Can Alan take some risk or not?

  • They evaluate their decisions systematically and are less likely to take risks.

You And Alan

Personality Compatibility


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