Michael Testa, CRPS
Questioner · DISC type cMichael Testa is the owner and Financial Advisor at Tailored Wealth Solutions, where he specializes in creating simplified financial strategies for business owners and families. A Siena University graduate and Chartered Retirement Plan Specialist, he focuses on collaborative planning with CPAs and attorneys to enhance client outcomes and organize their financial lives.
Outside of his primary financial advisory role, Michael has a significant interest in real estate, serving as an Officer at Upstate Rental Group LLC. This venture suggests a practical involvement and expertise in property investment and management, complementing his financial planning work.
Michael runs his own financial planning firm while simultaneously holding an officer position in a real estate rental company.
Read the full overview →How Michael shows up
While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to analyze every situation thoroughly.
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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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