Anders Skagerberg, CFP®, EA in

Anders Skagerberg, CFP®, EA

Doer · DISC type sd
Senior Wealth Advisor at Albion Financial Group
📍 Salt Lake City, Utah, 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.

Login to view overviewLogin to view overview
Experience
5 Years
Current Role
Senior Wealth Advisor
Location
Salt Lake City, Utah, United States
Personality Overview

How Anders shows up

Risk-Accepting
Strategic Planner
Deliberate Doer

They might take some time to make their mind up but once they do, they don't change it easily. They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them.

Priorities

Topics Anders cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

10-2024
Senior Wealth Advisor
Albion Financial Group
5-2024 - 10-2024
Financial Planner
Albion Financial Group
10-2023 - 5-2024
Financial Advisor
Dew Wealth Management
1-2023 - 10-2023
Financial Professional
Addition Wealth
1-2021 - 10-2023
Senior Tax Expert
Intuit
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2015 - 2019
Consumer and Community Studies with a Financial Planning Emphasis
University of Utah
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

Other Albion Financial Group Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Anders. Free, 10 seconds.