Andrew C. Craft, M.S., CFP®, ChFC® in

Andrew C. Craft, M.S., CFP®, ChFC®

Questioner · DISC type c
Founder, President, and Senior Financial Advisor at Sojourn Wealth Management
📍 Knoxville, Tennessee, 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
Current Role
Founder, President, and Senior Financial Advisor
Location
Knoxville, Tennessee, United States
Personality Overview

How Andrew shows up

Value Seeker
Not Easily Convinced
Price-Sensitive

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. It is quite likely of them to ask for pricing or other concessions.

Priorities

Topics Andrew 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
Founder, President, and Senior Financial Advisor
Sojourn Wealth Management
9-2022 - 10-2024
Senior Financial Advisor
Corebridge Financial
1-2000 - 10-2024
Financial Advisor
VALIC Financial Advisors, Inc.
5-1996 - 7-1999
Loan Counselor/Underwriter
Guardian Savings and Loan
8-1995 - 5-1996
Wrangler
Lost Valley Ranch
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1991 - 1994
Bachelor of Arts (B.A.)
The University of Texas at Austin
2015
Master of Science
University of Missouri-Columbia
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

More profiles

Discover additional public profiles from our index.

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