Giancarlo Foti
Evaluator · DISC type dscGiancarlo Foti is the CEO and Founding Partner of Sierra Ridge Advisor Group, a firm he co-founded to give independent advisors more freedom. With over 22 years in financial services, including roles at Waddell & Reed and Ameriprise, he holds Series 7, 24, and 66 licenses and earned a B. S. in Business Administration from the University of San Francisco.
Residing in Lincoln, CA, Giancarlo is an avid traveler who enjoys exploring the globe to find new destinations for skiing and snowboarding. This passion for discovery and adventure complements his professional drive to chart new territories in the financial services industry.
His firm was founded on the vision of empowering financial advisors to serve clients as they see fit, free from the constraints of large broker-dealers.
Read the full overview →How Giancarlo shows up
They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there
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Dominance (D)
Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.
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