Cal Menzies
Login to view DISC.Cal Menzies is a Financial Advisor at Insight Folios and the owner of Braeside Benefits LLC, based in Charlotte, North Carolina. He specializes in creating retirement income strategies, offering clients comprehensive guidance on financial planning, tax strategies, and estate planning. He holds a B.A. from The University of the South.
Outside of work, Cal is a family man who enjoys spending time with his wife and son, traveling, and exercising. He is an avid sports fan with a particular passion for playing golf, a sport he has enjoyed for many years.
He was a member of the student-run judicial committee while attending The University of the South.
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DISC behavioral profile
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