David Bear, CFP®, ChSNC®, CAP®, AEP® in

David Bear, CFP®, ChSNC®, CAP®, AEP®

Questioner · DISC type c
Financial Planner and Managing Partner of Envision Financial Partners at Envision Financial Partners
📍 Douglas County, Colorado, 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
16 Years
Current Role
Financial Planner and Managing Partner of Envision Financial Partners
Location
Douglas County, Colorado, United States
Personality Overview

How David shows up

Systematic
Price-Sensitive
Not Easily Convinced

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to do thorough analysis of any situation.

Priorities

Topics David cares about

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

Work history

11-2020
Financial Planner and Managing Partner of Envision Financial Partners
Envision Financial Partners
8-2015 - 11-2020
Financial Planner at Pruco Securities, LLC
Prudential Financial
2009 - 7-2015
Certified Financial Planner ®
Pennica Financial Group, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2011 - 2013
Certified Financial Planner ®
College for Financial Planning
2019 - 2020
AEP®
The American College of Financial Services
2019 - 2019
Chartered Advisor in Philanthropy
The American College of Financial Services
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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