R. Shane Perkins, CFP® in

R. Shane Perkins, CFP®

Critic · DISC type C
Financial Adviser at RSP Wealth Strategies LLC
📍 Glen Allen, Virginia, 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
15 Years
Current Role
Financial Adviser
Job Level
Junior
Location
Glen Allen, Virginia, United States
Personality Overview

How R. shows up

Negotiator
Objective Thinker
ROI Driven

They prefer to do logical analysis and value evidence over emotions. They enjoy working alone and do not rely on others very often. It is very likely that they will negotiate pricing or other important terms.

Priorities

Topics R. cares about

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

Work history

3-2016
Financial Adviser
RSP Wealth Strategies LLC
12-2012
Financial Adviser
Eagle Strategies LLC
5-2010
Registered Representative
NYLIFE Securities LLC
11-2009
Licensed Agent
New York Life Insurance Company
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2005 - 2009
Bachelor of Business Administration (B.B.A.)
Radford University
2014 - 2015
Certified Financial Planner™
The American College of Financial Services
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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