Arnold Pechler, CFP® in

Arnold Pechler, CFP®

Evaluator · DISC type SDC
Managing Partner at United Professional Associates
📍 Okatie, South 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
41 Years
Current Role
Managing Partner
Location
Okatie, South Carolina, United States
Personality Overview

How Arnold shows up

Hard To Convince
Fast But Analytical
Quality Focused

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Priorities

Topics Arnold cares about

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

Work history

4-1985
Managing Partner
United Professional Associates
1985
Owner
United Professional Associates
10-2022
Sage Financial Planning / Partner
Sage Financial Planning, LLC
1-2015 - 6-2024
Chief Operating Officer
United Wealth Advisors Group, LLC
1999 - 2005
Senior Vice President
Farmers and Traders Life
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1985 - 1986
Business Administration and Management
St. John Fisher University
1999 - 2003
MBA
California Coast University
1994 - 1999
CFP®
College for Financial Planning
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.

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