Michael Preston CLU® ,ChFC®, RICP® in

Michael Preston CLU® ,ChFC®, RICP®

Researcher · DISC type Cs
Wealth Management Advisor at iCORE Wealth Management and Insurance Services Services/Northwestern Mutual
📍 Los Angeles Metropolitan Area, 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
22 Years
Current Role
Wealth Management Advisor
Location
Los Angeles Metropolitan Area, United States
Personality Overview

How Michael shows up

ROI Seeker
Process Focused
Cost Conscious

They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof.

Priorities

Topics Michael cares about

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

Work history

2-2008
Wealth Management Advisor
iCORE Wealth Management and Insurance Services Services/Northwestern Mutual
1-2011 - 1-2017
Field Director
iCORE Wealth Management and Insurance Services Services/Northwestern Mutual
3-2014 - 1-2017
Recruiting Field Director
Northwestern Mutual
2-2002 - 12-2008
Owner
PRE Records
10-1994 - 2-2002
Director of A&R
Left Bank Management/Beyond Music
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
CLU
University of California, Riverside
1984 - 1988
Education details unavailable
Crespi Carmelite High School
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.

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