Milton K Guzman, CFP®, RICP® in

Milton K Guzman, CFP®, RICP®

Observer · DISC type ci
Financial Consultant, CERTIFIED FINANCIAL PLANNER™ Professional at Advantage Wealth Advisors
📍 San Francisco Bay 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
31 Years
Current Role
Financial Consultant, CERTIFIED FINANCIAL PLANNER™ Professional
Job Level
Senior
Location
San Francisco Bay Area, United States
Personality Overview

How Milton shows up

Example Seeker
Curious
Assertive

They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They ask a lot of questions and rely heavily on information and collaterals. They are generally strong communicators and are not easy to convince.

Priorities

Topics Milton cares about

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

Work history

7-2013
Financial Consultant, CERTIFIED FINANCIAL PLANNER™ Professional
Advantage Wealth Advisors
7-2013 - 3-2015
Financial Consultant
First Allied Securities
7-2011 - 5-2013
Financial Advisor
Merrill Lynch
3-2010 - 6-2011
Financial Advisor
Morgan Stanley Smith Barney
3-1994 - 8-2009
Senior Therapeutic Specialty Representative
Pfizer
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1984 - 1988
BS
United States Naval Academy
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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