Justin Prescott, CFP® in

Justin Prescott, CFP®

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President, Senior Financial Advisor, CFP at TruPlan Financial Advisors
📍 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
20 Years
Current Role
President, Senior Financial Advisor, CFP
Location
United States
Personality Overview

How Justin shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Justin cares about

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

Work history

2010
President, Senior Financial Advisor, CFP
TruPlan Financial Advisors
7-2008 - 2010
Wealth Advisor
LarsonAllen
8-2004 - 8-2008
Financial Advisor
Marquis Wealth Management Group
8-2004 - 2008
Financial Advisor
Markham Norton Mosteller Wright & Company
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2002 - 2004
B.S.
Minnesota State University, Mankato
Education details unavailable
Hibbing High School
Social presence
in
Behavioral profile

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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