Brian Ramsey CFP®, ChFC, MBA in

Brian Ramsey CFP®, ChFC, MBA

Examiner · DISC type cs
Chief Compliance Officer/Financial Advisor at Family Wealth Planning Partners LLC
📍 Louisville, Kentucky, 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
20 Years
Current Role
Chief Compliance Officer/Financial Advisor
Job Level
Leadership
Location
Louisville, Kentucky, United States
Personality Overview

How Brian shows up

Late Adopter
Status Quo Seeker
Unexpressive

They do not like taking risks at all and go for proven options in the end. They are thorough and always follow a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Brian 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

12-2022
Chief Compliance Officer/Financial Advisor
Family Wealth Planning Partners LLC
5-2022
Co-Host/Podcaster
The Money Puzzle
11-2017
Founder
Family Wealth Planning Partners LLC
5-2013 - 11-2017
Senior Wealth Advisor
LPL Financial
10-2005 - 5-2013
Wealth Management Advisor
Fifth Third Private Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1989 - 1993
BS
Murray State University
1996 - 1998
MBA
Eastern Kentucky 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.

More profiles

Discover additional public profiles from our index.

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