Amy Cono, CFP®

Enthusiast
DISC Type : i

Director, Wealth Planning at Wealth Architects, LLC

Los Gatos, California, United States

Overview

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.

Personality Overview

Amiable & Agreeable

Consensus Focused

Optimistic

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.

Topics They Care About

Holistic Wealth Planning
Specializes in working with high-net-worth individuals to implement and maintain solid, comprehensive, and maneuverable financial plans that encompass all of their goals.
Operational Efficiency
Focuses on strategically developing and integrating departmental workflows to enhance efficiency, quality of care for clients, and integration across the organization.
Vendor Relationships
Excels in developing, fostering, and preserving positive and crucial relationships with vendors to provide essential services for her clients.

Media Appearances

Amy has no verified media appearances

Work History

8-2024
Director, Wealth Planning at Wealth Architects, LLC
10-2018 - 8-2024
Planning Associate Lead at Legacy Capital Group
10-2009 - 10-2018
Financial Services Lead at React Investment Solutions
3-2007 - 10-2009
Accounts Processor at Legacy Capital Group California

Education

2001 - 2005
B.S. from Oglethorpe University
Education details unavailable from College for Financial Planning

More Information

Social Presence :

Prographics :

Exp : 18 Location : Los Gatos, California, United States Job Level : Mid-senior Designation : Director, Wealth Planning at Wealth Architects, LLC
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Insights For Selling To Amy

During A Call Or A Meeting

DO's

  • Give them the opportunity to lead the conversation where possible
  • Refer to interesting customer testimonials and stress on great customer experience
  • Maintain high, positive energy and convey confidence

DONT's

  • Don’t push them for a direct ‘no’, take lack of ‘yes’ as ‘no’ after some time
  • Don’t ask too many questions in one go, weave them into the flow
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Amy is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Amy

  • They probably won't say no directly.


Insights For Deal Planning

    How fast (or slow) will Amy move?

  • They are not the ones to make fast decisions, even while they stay committed.
  • Can Amy take some risk or not?

  • They can take some low-probability risks if needed.

You And Amy

Personality Compatibility


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