Alison Stine, CFP®, RICP® in

Alison Stine, CFP®, RICP®

Questioner · DISC type c
Founder | CERTIFIED FINANCIAL PLANNER® professional | Retirement Income Certified Professional® at Stine Wealth Management
📍 Scottsdale, Arizona, 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
16 Years
Current Role
Founder | CERTIFIED FINANCIAL PLANNER® professional | Retirement Income Certified Professional®
Job Level
Leadership
Location
Scottsdale, Arizona, United States
Personality Overview

How Alison shows up

Price-Sensitive
Cautious & Analytical
Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to do thorough analysis of any situation.

Priorities

Topics Alison cares about

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

Work history

11-2020
Founder | CERTIFIED FINANCIAL PLANNER® professional | Retirement Income Certified Professional®
Stine Wealth Management
11-2018 - 10-2020
Vice President
Equitable Advisors
11-2013 - 10-2020
Financial Advisor
Equitable Advisors
6-2013 - 8-2013
Financial Advisor Intern
Edward Jones
1-2013 - 5-2013
Financial Representative
Northwestern Mutual
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2010 - 2013
Bachelor of Science in Business Administration
University of Arizona, Eller College of Management
3-2022 - 12-2022
Certificate in Financial Planning
College for Financial Planning
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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