Bryce A. Schintzius, CFP®, CHFC®, CLU®, MST

Critic
DISC Type : C

Senior Financial Planner at Commonwealth Financial Group

Boston, Massachusetts, United States

Overview

Bryce is a Senior Financial Planner at Commonwealth Financial Group, where he specializes in advising attorneys, law firms, and corporate clients. He is a seven-time Five Star Wealth Manager honoree who holds CFP® and ChFC® designations and a Master of Science in Taxation from Suffolk University.

Outside of his financial practice, Bryce has a strong interest in intellectual pursuits. He studied abroad in Grenoble, France, and is an active member of both American MENSA and The International Society for Philosophical Enquiry, reflecting a deep engagement with complex ideas and philosophical thought.

Unique fact: Bryce is a member of two distinguished high-IQ societies.

Personality Overview

Objective Thinker

Information Seeker

ROI Driven

They like to do things independently and don’t look for support from others.  They choose to analyze logically and value facts to emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Long-Term Investing
His content emphasizes that slow, steady investing focused on a long-term plan is the most reliable path to lasting wealth, advising against reacting to daily market swings.
Financial Planning for Lawyers
His practice is specifically dedicated to the financial needs of attorneys and law firms, and he is a member of The Boston Bar Association.
Tax-Efficient Strategies
Advises clients on strategies to minimize tax liabilities, such as tax loss harvesting, especially towards the end of the year.

Media Appearances

Bryce has no verified media appearances

Work History

2-2015
Senior Financial Planner at Commonwealth Financial Group
3-2006 - 2-2015
Registered Representative at Baystate Financial Services

Education

2013 - 2016
Master’s Degree from Suffolk University
B.S. from Babson College

More Information

Social Presence :

Prographics :

Exp : 19 Location : Boston, Massachusetts, United States Job Level : N/A Designation : Senior Financial Planner at Commonwealth Financial Group
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Insights For Selling To Bryce A.

During A Call Or A Meeting

DO's

  • Be ready for penetrating questions and critical examination of your pitch
  • Be ready to answer many clarity-seeking questions and requests for information
  • Tell them what ROI they can expect

DONT's

  • Don’t rush them till they have clearly gotten all the necessary information
  • Don't give superficial answers, they are easily rattled by them
  • Avoid pushing them too much to involve other stakeholders unless it is critical

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Bryce A. is

  • Proven ROI, pricing and objective proof points are the factors that sway their decision.
  • Will you ever get a clear answer from Bryce A.

  • They are comfortable saying no if they are convinced that it is the correct decision.

Insights For Deal Planning

    How fast (or slow) will Bryce A. move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can Bryce A. take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And Bryce A.

Personality Compatibility


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