Jose Martin in

Jose Martin

Questioner · DISC type c
President & Founder at LifeCraft Wealth Management
📍 Fort Lauderdale, Florida, 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
23 Years
Current Role
President & Founder
Job Level
Leadership
Location
Fort Lauderdale, Florida, United States
Personality Overview

How Jose shows up

Not Easily Convinced
Value Seeker
Cautious & Analytical

They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to fully evaluate every situation.

Priorities

Topics Jose cares about

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

Work history

7-2013
President & Founder
LifeCraft Wealth Management
1-2010 - 7-2013
Financial Advisor
LifeCraft Wealth Management, an office of MetLife
1-2006 - 12-2009
Financial Planner
Gerstman & Martin, an office of MetLife
1-2003 - 12-2005
Financial Planner
Gerstman & Martin - Mass Mutual Financial Group
Vice President
BAE Slays, LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1990 - 1993
Bachelor of Fine Arts
New York 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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