Daniel (Bobby) Sopher, CFP® in

Daniel (Bobby) Sopher, CFP®

Questioner · DISC type c
Director of Financial Planning Strategy & Lead Advisor at Sopher Financial Group
📍 Metuchen, New Jersey, 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
13 Years
Current Role
Director of Financial Planning Strategy & Lead Advisor
Job Level
Mid-senior
Location
Metuchen, New Jersey, United States
Personality Overview

How Daniel shows up

Systematic
Value Seeker
Price-Sensitive

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms. They prefer to fully evaluate every situation.

Priorities

Topics Daniel cares about

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

Work history

7-2018
Director of Financial Planning Strategy & Lead Advisor
Sopher Financial Group
10-2014
Director of Client Relations
Sopher Financial Group
2-2014 - 10-2014
National Account Associate
HCPLive
6-2013 - 2-2014
Finance Manager
Planet Honda NJ
6-2012 - 5-2013
Intern
Ameriprise Financial Services, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2017 - 2018
CFP Designation Program
The American College of Financial Services
2009 - 2013
Bachelor of Science (BS)
Rutgers, The State University of New Jersey - Rutgers Business School
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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