Edward T. Gurka III, CFP®, WMCP®, ChFC®, CLU®, CLTC® in

Edward T. Gurka III, CFP®, WMCP®, ChFC®, CLU®, CLTC®

Critic · DISC type C
Managing Director and Wealth Management Advisor at Northwestern Mutual
📍 New York City Metropolitan Area, 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
20 Years
Current Role
Managing Director and Wealth Management Advisor
Job Level
Mid-senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Edward shows up

Precise
ROI Driven
Objective Thinker

They like to do things independently and don’t look for support from others. They choose to analyze logically and value facts to emotions. They don’t appreciate bells and whistles unless backed by data.

Priorities

Topics Edward cares about

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

Work history

6-2018
Managing Director and Wealth Management Advisor
Northwestern Mutual
12-2017 - 5-2018
Wealth Management Advisor
Northwestern Mutual
3-2012 - 11-2017
Financial Advisor
Northwestern Mutual
10-2008 - 2-2012
Financial Representative
Northwestern Mutual
8-2004 - 5-2008
Student
Marist College
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2013 - 2015
Certified Financial Planner TM
The American College of Financial Services
2004 - 2008
BS
Marist University
Education details unavailable
Pequannock Township High 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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