Justin Hamlin,  CFP ®, AEP ® in

Justin Hamlin, CFP ®, AEP ®

Examiner · DISC type sc
Partner at HFS Wealth Advisors LLC
📍 Cleveland, Ohio, 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.

Login to view overviewLogin to view overview
Experience
11 Years
Current Role
Partner
Location
Cleveland, Ohio, United States
Personality Overview

How Justin shows up

Late Adopter
Tough To Convince
Overcautious

They do not like taking risks at all and go for proven options in the end. They tend to be clear about their needs and limitations and are unlikely to promise too much. The only way to convince them is by showing them examples and ample proof.

Priorities

Topics Justin cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

12-2024
Partner
HFS Wealth Advisors LLC
5-2016
Client Advisor
HFS Wealth Advisors LLC
5-2014 - 5-2016
Client Advisement Intern
HFS Wealth Advisors LLC
5-2016
Delta Sigma Pi member
Miami University
12-2014 - 1-2015
Study Abroad Student
Farmer School of Business Study Abroad Program
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2012 - 2016
Finance
Miami University
2017 - 2018
Certificate in Financial Planning
University of Akron
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.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Justin. Free, 10 seconds.