Jeffrey Czerwinski, CFP, CLU, LUTCF in

Jeffrey Czerwinski, CFP, CLU, LUTCF

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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

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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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)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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