Cody Absalon, CFP® in

Cody Absalon, CFP®

Questioner · DISC type c
VP - Financial Consultant at Charles Schwab
📍 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
9 Years
Current Role
VP - Financial Consultant
Job Level
Senior
Location
United States
Personality Overview

How Cody shows up

Cautious & Analytical
Systematic
Value Seeker

It is quite likely of them to ask for pricing or other concessions. They prefer to fully evaluate every situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Priorities

Topics Cody cares about

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

Work history

1-2020
VP - Financial Consultant
Charles Schwab
10-2016 - 3-2023
Assistant Boys Basketball Coach
Summit High School
5-2017 - 4-2019
Associate Financial Consultant
Charles Schwab
11-2014 - 4-2016
Financial Service Professional (Active Trader-Broker)
Charles Schwab
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2011 - 2014
Bachelor of Science (BS)
Linfield University
2013 - 2013
Spanish
Universidad LCI Veritas
2010 - 2011
Education details unavailable
California Polytechnic State University-San Luis Obispo
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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