Ali Khodadad, CFA®,CFP®,ChFC®,CLU®,RICP®,AIF®,RSSA®
Login to view DISC.Ali Khodadad serves as the Head of Income Planning at Comprehensive Brokerage Services LLC, drawing on 30 years of experience. He created the term “Finarketing” to define his approach of merging financial expertise with marketing strategy. A graduate of The Ohio State University and a CFA Charterholder, he specializes in crafting strategies that drive growth.
He is credited with coining the term “Finarketing” to describe his unique professional approach and recently joined the editorial advisory board for Trusts & Estates Magazine.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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