Chris Urness, CFP® ChFC® AAMS® in

Chris Urness, CFP® ChFC® AAMS®

Sharpshooter · DISC type CD
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.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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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

Rigorous & Demanding
ROI Driven
Fast But Analytical

They respond better to strong and respectful interactions. They put a lot of effort into ensuring personal success. They like to stay in control of the negotiation or defining of the terms.

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)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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