Richard Janke, CFP®️ in

Richard Janke, CFP®️

Enthusiast · DISC type i
Vice President / Partner at EP Wealth Advisors
📍 Sandy, Utah, 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
21 Years
Current Role
Vice President / Partner
Job Level
Senior
Location
Sandy, Utah, United States
Personality Overview

How Richard shows up

Optimistic
Amiable & Agreeable
Story Driven

They agree with others often, so exercise caution when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional.

Priorities

Topics Richard cares about

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

Work history

10-2020
Vice President / Partner
EP Wealth Advisors
1-2012 - 10-2020
Senior Advisor, CFP
Financial Insight Center
11-2005 - 12-2011
Financial Consultant, CFP
Heritage Financial Advisors, LLC
11-2002 - 2-2005
Active Trader
Fidelity Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2007 - 2009
CFP
College for Financial Planning
2001 - 2005
Bachelors
University of Utah
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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