Rich Owsik, CFP®, ChFC®, RICP® in

Rich Owsik, CFP®, ChFC®, RICP®

Examiner · DISC type cs
Wealth Management Advisor at Northwestern Mutual
📍 Greater Philadelphia, 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.

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Experience
22 Years
Current Role
Wealth Management Advisor
Location
Greater Philadelphia, United States
Personality Overview

How Rich shows up

Status Quo Seeker
Overcautious
Tough To Convince

They are always well-planned and adopt a systematic approach. The only way to convince them is by showing them examples and ample proof. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Priorities

Topics Rich cares about

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

Work history

6-2018
Wealth Management Advisor
Northwestern Mutual
9-2009 - 6-2018
Financial Advisor
Northwestern Mutual
3-2008 - 9-2009
PGA Professional
Canoe Brook Country Club
4-2003 - 11-2007
PGA Professional
Somerset Hills Country Club
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1998 - 2002
B.S.
Penn State University
Education details unavailable
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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