John Podesto, CFP®
Login to view DISC.John Podesto is a CERTIFIED FINANCIAL PLANNER™ with nearly 20 years of experience in financial services, currently serving as a Financial Advisor at Independent Financial Group, LLC. He has a unique background spanning investment product knowledge, sales, operations, and marketing. He is a graduate of San Diego State University.
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He has a distinct blend of experience in driving sales for advisory platforms and consulting on strategies for High-Net-Worth clients with over $5 million in investable assets.
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DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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