Karyn Pistone, CFP ®, CLU ® in

Karyn Pistone, CFP ®, CLU ®

Captain · DISC type DS
Independent Financial Advisor at STRATOS
📍 Greater Cleveland, 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
48 Years
Current Role
Independent Financial Advisor
Location
Greater Cleveland, United States
Personality Overview

How Karyn shows up

Consummate Professional
Long-Term Thinker
Decisive But Calm

Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time. They might take some time to make their mind up but once they do, they don't change it easily.

Priorities

Topics Karyn cares about

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

Work history

1-2024
Independent Financial Advisor
STRATOS
5-2017
President of a local, family owned financial advisory firm
Pistone Wealth Advisors
1-2007 - 1-2024
Financial Advisor
Beacon Financial Partners
9-1977 - 1-2007
Independent Financial Advisor
Independent Financial Advisor at Karyn Pistone, CFP®, CLU®
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Education details unavailable
Miami University
Education details unavailable
Cleveland State University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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