Chris Robinette, CEPA MBA LUTCF in

Chris Robinette, CEPA MBA LUTCF

Pioneer · DISC type Dsi
Financial Planner / Founder at Lighthouse Planning
📍 Brentwood, Tennessee, 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
20 Years
Current Role
Financial Planner / Founder
Job Level
Leadership
Location
Brentwood, Tennessee, United States
Personality Overview

How Chris shows up

Friendly But Fast
Decisive But Friendly
Driven But Considerate

If they are convinced, they can become very strong champions for your product They have the unique ability to win both love and respect from their team (or outsiders) They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed

Priorities

Topics Chris cares about

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

Work history

12-2019
Financial Planner / Founder
Lighthouse Planning
8-2011
Financial Planner
Capital Financial Group, LLC
1-2016 - 12-2019
Financial Planner
Continuum Planning Partners
5-2014 - 6-2015
President
NAIFA-Nashville
5-2013 - 5-2014
President Elect
NAIFA-Nashville
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2000 - 2004
BS
United States Naval Academy
2009 - 2011
Masters
University of Oklahoma - Price College of Business
8-2009 - 8-2011
Master of Business Administration - MBA
University of Oklahoma - Price College of Business
Social presence
in
Behavioral profile

DISC profile (public)

D

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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