Amyr Rocha Lima, CFP®
Login to view DISC.Amyr is the Managing Director and a Chartered Financial Planner at Strategic Wealth Partners, specializing in wealth management for professionals over 50. He holds an MSc from Bayes Business School and is described by clients as patient, personable, and an expert. He focuses on planning-led, goals-focused advice.
Outside of his professional life, Amyr is deeply engaged in his community as the founder and host of the "Inside Kingston™ Podcast, " which showcases local leaders and entrepreneurs. He is also a dedicated family man, prioritizing time with his family for activities like swimming and playing games.
He serves as a Trustee on the Board of Directors for The Chartered Institute for Securities & Investment (The CISI).
Read the full overview →How Amyr shows up
Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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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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