Andrew Lippert, CFA®, CFP®, EA in

Andrew Lippert, CFA®, CFP®, EA

Inquirer · DISC type cd
Founder & Wealth Manager at Simplified Wealth
📍 Greensboro, North Carolina, 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.

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Experience
15 Years
Current Role
Founder & Wealth Manager
Job Level
Leadership
Location
Greensboro, North Carolina, United States
Personality Overview

How Andrew shows up

Upfront
Demanding
Hard To Convince

They care equally about the product and its potential impact. They focus on objectivity in a pitch and pay little attention to bells and whistles. They don’t always try to control the conversation but neither do they like yielding it fully.

Priorities

Topics Andrew cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2022
Founder & Wealth Manager
Simplified Wealth
1-2022 - 7-2022
Tax Specialist
XY Planning Network
8-2019 - 1-2022
Investment Research, Director
Marsh McLennan Agency | Compass Financial Partners
11-2016 - 7-2019
Research Analyst
Fidelity Investments
3-2016 - 11-2017
Fixed Income Specialist
Fidelity Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2017 - 2020
Master of Investment Management and Financial Analysis
Creighton University's Heider College of Business
2007 - 2011
Bachelor of Science - BS
Miami University
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.

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