Andrew McClain, CFP® in

Andrew McClain, CFP®

Critic · DISC type C
VP - Financial Consultant at Charles Schwab
📍 Atlanta, Georgia, 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
19 Years
Current Role
VP - Financial Consultant
Job Level
Senior
Location
Atlanta, Georgia, United States
Personality Overview

How Andrew shows up

Objective Thinker
Negotiator
ROI Driven

They don’t appreciate bells and whistles unless backed by data. They enjoy working alone and do not rely on others very often. They prefer to do logical analysis and value evidence over emotions.

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

5-2020
VP - Financial Consultant
Charles Schwab
5-2015 - 5-2020
Senior Wealth Manager
USAA
8-2012 - 5-2015
Wealth Manager
USAA
4-2010 - 8-2012
Financial Advisor
USAA
6-2008 - 4-2010
Financial Advisor
Ameriprise Financial
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1996 - 2000
BA
Haverford College
2010 - 2011
CFP(R) Mentor Professional Education Program
College for Financial Planning
1998 - 1999
Economics
The London School of Economics and Political Science (LSE)
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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