James Sweeney, CFA, CFP® in

James Sweeney, CFA, CFP®

Questioner · DISC type c
Financial Advisor at Switchpoint Financial Planning LLC
📍 Lehi, Utah, 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
14 Years
Current Role
Financial Advisor
Location
Lehi, Utah, United States
Personality Overview

How James shows up

Cautious & Analytical
Not Easily Convinced
Price-Sensitive

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. They prefer to fully evaluate every situation.

Priorities

Topics James cares about

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

Work history

3-2016
Financial Advisor
Switchpoint Financial Planning LLC
8-2013 - 3-2016
Associate Advisor
The Martin Worley Group
8-2011 - 5-2013
Investment Analyst/Trader
Knox Capital Group
9-2010 - 5-2011
Investment Analyst Intern
Beneficial Financial Group
2010 - 2011
Teaching Assistant
University of Utah
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2017 - 2019
Master of Business Administration - MBA
University of Utah - David Eccles School of Business
2010 - 2011
MS
University of Utah - David Eccles School of Business
2005 - 2010
BA
Brigham Young University
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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