Joey Meehan, CLU®, CFP®, RICP®, AEP® in

Joey Meehan, CLU®, CFP®, RICP®, AEP®

Critic · DISC type C
Founder at Meehan Capital Advisors
📍 Coeur d'Alene, Idaho, 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
12 Years
Current Role
Founder
Job Level
Leadership
Location
Coeur d'Alene, Idaho, United States
Personality Overview

How Joey shows up

Objective Thinker
Precise
Negotiator

They like to do things independently and don’t look for support from others. Unless the value is proven by data, they are unlikely to value fancy features. It is very likely that they will negotiate pricing or other important terms.

Priorities

Topics Joey cares about

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

Work history

12-2021
Founder
Meehan Capital Advisors
2-2021
Wealth Management Advisor
Northwestern Mutual
9-2011
Financial Advisor
Northwestern Mutual
3-2017 - 1-2020
District Director
Northwestern Mutual
9-2015 - 3-2017
Field Director
Northwestern Mutual
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2015 - 2015
Certified Financial Planner
The American College of Financial Services
Chartered Life Underwriter
The American College of Financial Services
2010 - 2011
Business
Griffith 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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