Jeffrey Czerwinski, CFP, CLU, LUTCF in

Jeffrey Czerwinski, CFP, CLU, LUTCF

Examiner · DISC type sc
Principal at Axiom Financial and Insurance Solutions
📍 Brentwood, Tennessee, 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
27 Years
Current Role
Principal
Job Level
Senior
Location
Brentwood, Tennessee, United States
Personality Overview

How Jeffrey shows up

Status Quo Seeker
Overcautious
Tough To Convince

They are thorough and always follow a systematic approach. The only way to convince them is by showing them examples and ample proof. They are quite aware of their needs and limitations, so they are unlikely to over-promise.

Priorities

Topics Jeffrey cares about

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

Work history

3-2012
Principal
Axiom Financial and Insurance Solutions
12-1997
Registered Representative
NYLIFE Securities
12-1997
Licensed Agent
New York Life Insurance Company
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2005 - 2010
CLU
The American College
1999 - 2001
LUTCF
The American College
1985 - 1989
Finance
California State University, Fullerton
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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