Joseph Bragdon, CFA
Researcher · DISC type CsJoseph Bragdon is a Vice President and CFA Charterholder at Financial Architects Partners, specializing in tax-efficient life insurance programs. A graduate of Northeastern University, he is recognized by Forbes as one of Americas Top Financial Security Professionals, a reflection of the trust clients and advisors place in his work.
Outside of his professional life, Joseph has a strong athletic background, having played club lacrosse at Northeastern University and basketball while studying abroad at NEOMA Business School. He now coaches his sons youth basketball team and stays active by hiking, golfing, and mountain biking.
He is a sought-after speaker at events hosted by law firms, carriers, and estate planning councils.
Read the full overview →How Joseph shows up
They are heavily focused on quality and prefer doing things the right way, even if it takes time. The only way to convince them is by showing them examples and ample proof. They tend to be clear about their needs and limitations and are unlikely to promise too much.
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DISC profile (public)
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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