Amy Cono, CFP®
Enthusiast · DISC type iAmy 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.
Read the full overview →How Amy shows up
They agree with others often, so exercise caution when relying on their word. They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.
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DISC profile (public)
Influence (I)
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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