Amy Cono, CFP®
Login to view DISC.Amy Cono is an accomplished Director of Wealth Planning at Wealth Architects with over 20 years of experience. A Certified Financial Planner (CFP®) and graduate of Oglethorpe University, she excels at creating solid financial plans for high-net-worth individuals and developing efficient operational workflows.
Outside of work, Amy enjoys motorcycling, traveling, and a good glass of wine. She also appreciates shoe shopping, but above all, she cherishes spending time with her husband and daughter. Her interests include companies like Fidelity Investments and Amazon.
She was on the ground floor of developing a new Registered Investment Advisor that grew to over $400 million in assets under management.
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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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