David Kroll
Questioner · DISC type cDavid Kroll is a CFP® professional and Financial Planner with Prudential Advisors, where he specializes in comprehensive, fee-based financial planning. A graduate of Emory University, he focuses on creating detailed, tailored strategies to help clients understand and quantify their financial goals.
He has a stated interest in The Carter Center, a non-profit organization affiliated with his alma mater. This suggests a potential interest in philanthropy, human rights, and public health initiatives promoted by the center.
Unique fact: David holds the Certified Financial Planner (CFP®) designation, a key professional certification in the financial planning industry.
Read the full overview →How David shows up
While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. It is quite likely of them to ask for pricing or other concessions.
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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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