JD Dargai, CFP®

Critic
DISC Type : C

VP - Financial Consultant at Charles Schwab

Fort Worth, Texas, United States

Overview

JD Dargai is a VP - Financial Consultant at Charles Schwab, specializing in wealth management and investment advice for his clients. He is a Certified Financial Planner (CFP®) and holds a Financial Planning Certificate from Boston University, equipping him to build unique, actionable financial plans.

Based on his social media, JD enjoys celebrating the holidays and getting into the festive spirit. His background includes studies in leadership and conflict management, skills he developed during his time at Harding University.

Uniquely for a financial professional, JD holds a Bachelor of Ministry degree.

Personality Overview

Critic

Information Seeker

Precise

It is very likely that they will negotiate pricing or other important terms.  They prefer to analyze logically and value objective facts over emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Topics They Care About

Wealth Management
As a VP - Financial Consultant, his primary role is to help clients with wealth management, investing, and portfolio analysis.
Financial Planning
He is a Certified Financial Planner (CFP®) and earned a certificate in the field from Boston University, underscoring his expertise.
Financial Success
He recently shared articles with his network focused on planning for financial success and the wealth management outlook for 2026.

Media Appearances

JD has no verified media appearances

Work History

10-2018
VP - Financial Consultant at Charles Schwab
10-2018
VP - Sr. Financial Consultant at Charles Schwab
7-2016 - 9-2018
Financial Consultant Partner at Charles Schwab
3-2016 - 6-2016
High Net Worth Trading Specialist at Charles Schwab
12-2014 - 3-2016
Financial Services Professional at Charles Schwab

Education

2017 - 2021
Financial Planning Certificate Program from Boston University
2009 - 2012
Bachelor of Ministry (BMIN) from Harding University

More Information

Social Presence :

Prographics :

Exp : 14 Location : Fort Worth, Texas, United States Job Level : Senior Designation : VP - Financial Consultant at Charles Schwab
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Insights For Selling To JD

During A Call Or A Meeting

DO's

  • Be ready to answer many clarity-seeking questions and requests for information
  • Be formal and objective, they will appreciate it more
  • Don’t forget to mention how you compare to competition on both features and pricing

DONT's

  • Don’t try to give too many examples of other users, they like to make their own decisions
  • Avoid pushing them too much to involve other stakeholders unless it is critical
  • Don't give superficial answers, they are easily rattled by them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with JD is

  • Proof of ROI, low pricing and objective proof points are the important factors for them.
  • Will you ever get a clear answer from JD

  • They do not mind saying no if they believe that it is the right decision.

Insights For Deal Planning

    How fast (or slow) will JD move?

  • Their decision-making is neither very fast nor very slow, they are somewhere in between.
  • Can JD take some risk or not?

  • They can take risks if their analysis shows that it would be worth it.

You And JD

Personality Compatibility


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