Ken O'Leary. CFP, CKA, AAMS in

Ken O'Leary. CFP, CKA, AAMS

Observer · DISC type ci
Founder, Managing Partner at Surepath Financial Services, LLC
📍 Woodstock, Georgia, 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
26 Years
Current Role
Founder, Managing Partner
Job Level
Leadership
Location
Woodstock, Georgia, United States
Personality Overview

How Ken shows up

Value Driven
Curious
Example Seeker

They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are likely to ask many questions and look heavily for supporting information. They are generally strong communicators and are not easy to convince.

Priorities

Topics Ken 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

10-2017
Founder, Managing Partner
Surepath Financial Services, LLC
10-1998
Short, lively presentations on financial success and other topics
Offered through the Society for Financial Awareness
8-2011 - 9-2017
Wealth Management Advisor
Woodstock Financial Group
8-1998 - 8-2011
Financial Advisor
Edward Jones
8-1998 - 8-2011
Financial Advisor
Edward Jones
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1976 - 1979
Bachelor's degree
Kent State University
Bachelor of Science (BS)
Kent State University
Master's degree
University of West Georgia
Social presence
in
Behavioral profile

DISC profile (public)

c

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.

More profiles

Discover additional public profiles from our index.

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