Dan Stavale in

Dan Stavale

Inspirer · DISC type id
Senior Financial Advisor and Owner at PARAGON RETIREMENT PLANNING, INC
📍 Troy, Michigan, 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
30 Years
Current Role
Senior Financial Advisor and Owner
Location
Troy, Michigan, United States
Personality Overview

How Dan shows up

Achievment Oriented
Decisive
Confident & Optimistic

They respond well to objective pitches but also attach some value to relationships. They usually prefer to drive the conversation. They measure a product on its merit but can be influenced by strong testimonials.

Priorities

Topics Dan cares about

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

Work history

1-2016
Senior Financial Advisor and Owner
PARAGON RETIREMENT PLANNING, INC
2013 - 1-2016
Financial Advisor
Caitlin John, LLC
1-2002 - 2-2016
Financial Advisor
Smart Prep
1996 - 2001
Financial Advisor
NCF Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1994 - 1996
Bachelor of Science
Walsh College
Social presence
in
Behavioral profile

DISC profile (public)

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Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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