Lorenzo Penn
Evaluator · DISC type csdLorenzo 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.
Read the full overview →How Lorenzo shows up
They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there
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DISC profile (public)
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.
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