Lorenzo Penn
Login to view DISC.Lorenzo Penn is a Wealth Planner at Texas Financial Advisors, where he operates as a licensed fiduciary. He specializes in creating proactive financial plans for professionals and families using smart allocation and tax-savvy strategies. He holds a Bachelor of Science from Alabama Agricultural and Mechanical University and is licensed in life, accident, and health insurance.
Outside of his financial practice, Lorenzo values spending time with family, especially during the holidays. He publicly expresses his gratitude and respect for military veterans and their service to the country. His interests also appear to extend to the real estate market, as he follows major realty companies.
As a licensed fiduciary, Lorenzo is legally and ethically bound to act in his clients best financial interests.
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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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