Chris Urness, CFP® ChFC® AAMS® in

Chris Urness, CFP® ChFC® AAMS®

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CEO / Wealth Advisor at FocalPoint Wealth Management
📍 Phoenix, Arizona, 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.

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Experience
31 Years
Current Role
CEO / Wealth Advisor
Job Level
Leadership
Location
Phoenix, Arizona, United States
Personality Overview

How Chris shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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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

2-2016
CEO / Wealth Advisor
FocalPoint Wealth Management
4-2007 - 1-2016
Financial Advisor
Waddell & Reed
4-2002 - 4-2007
Financial Advisor
First Command Financial Services
12-1994 - 3-2002
Naval Officer - Submarine Force
US Navy
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1990 - 1994
B.S. Mechanical Engineering
Purdue University
2000 - 2002
Master of Engineering Management
Old Dominion University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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