Josh Dorfman, CFA, CFP®
Login to view DISC.Josh Dorfman is a Wealth Management Advisor at Appian Wealth, holding both CFA® and CFP® certifications. He specializes in creating financial security for a diverse client base, including pilots, engineers, and military members, by blending financial analytics with personal psychology to foster confident decision-making.
Outside of work, Josh is an avid hockey player who has coached the team at his alma mater, American University, and was once part of the Washington Capitals Ice Crew. He and his wife enjoy the outdoors through hiking and camping, a passion rooted in his time as an Eagle Scout.
He co-founded a non-profit to preserve the Great American Flag, a 2-acre, 7-ton flag his father bought on eBay.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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