Charles Perrault, CFP®, CLU®, ChFC®
Visionary · DISC type DsCharles is the Vice President of Advanced Planning at Prudential, leveraging over 16 years of experience in financial services. An industry thought leader, he specializes in estate, business, and tax planning strategies for financial professionals. He earned his undergraduate degree in Psychology from the University of Connecticut and frequently speaks at national events.
He applies his Psychology degree to help financial professionals and their clients navigate the complexities of wealth distribution and legacy planning.
Read the full overview →How Charles shows up
Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time. They are very professional in their approach and can weigh multiple perspectives together.
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Dominance (D)
Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.
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