Jonathan Royal CFP® CKA® in

Jonathan Royal CFP® CKA®

Pioneer · DISC type sdi
Financial Advisor, CFP® CKA® at Liberty Capital Management
📍 Tustin, California, 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
45 Years
Current Role
Financial Advisor, CFP® CKA®
Location
Tustin, California, United States
Personality Overview

How Jonathan shows up

Decisive But Friendly
Dynamic But Sincere
Driven But Considerate

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed They have the unique ability to win both love and respect from their team (or outsiders) If they are convinced, they can become very strong champions for your product

Priorities

Topics Jonathan cares about

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

Work history

9-2017
Financial Advisor, CFP® CKA®
Liberty Capital Management
5-2007 - 9-2017
Vice President - Financial Advisor, Consulting Group
RBC Wealth Management
10-1998 - 5-2007
Assiciate Vice President - Financial Advisor
UBS Wealth Management
6-1992 - 10-1998
Financial Advisor
Morgan Stanley
10-1990 - 6-1992
Program Manager
United States Air Force
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1981 - 1985
B.S.
University of Southern California
2014 - 2016
Financial Planning Certificate Program
Bryant University
1978 - 1981
High School Diploma
Chula Vista High School
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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