Craig Lytle, CERTIFIED FINANCIAL PLANNER™ in

Craig Lytle, CERTIFIED FINANCIAL PLANNER™

Judge · DISC type Dc
President at INCOME & ESTATE PLANNING PARTNERS, P.A.
📍 Newark, Delaware, 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
25 Years
Current Role
President
Location
Newark, Delaware, United States
Personality Overview

How Craig shows up

Generally Skeptic
Objective Thinker
Demanding

They prefer to move quickly, and expect the same from others. They put a lot of effort into ensuring personal success. They respond better to strong and respectful interactions.

Priorities

Topics Craig cares about

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

Work history

12-2008
President
INCOME & ESTATE PLANNING PARTNERS, P.A.
1-1998
Advisor
Financial Services Industry
8-2013 - 8-2023
Adjunct Faculty
Goldey-Beacom College
8-2012 - 8-2023
Adjunct Professor
Wilmington University
12-2016 - 9-2019
Adjunct Faculty - Economics and Finance
Southern New Hampshire University
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2008 - 2009
MBA
Wilmington University
1989 - 1993
B.A.
York College of Pennsylvania
Education details unavailable
PMHS
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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