Robin Hanover, ChFC®, RICP® in

Robin Hanover, ChFC®, RICP®

Questioner · DISC type c
VP, Financial Consultant at Charles Schwab
📍 Naples, Florida, 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
VP, Financial Consultant
Job Level
Senior
Location
Naples, Florida, United States
Personality Overview

How Robin shows up

Not Easily Convinced
Price-Sensitive
Cautious & Analytical

They are more likely than others to negotiate on pricing and terms. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Priorities

Topics Robin cares about

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

Work history

1-2025
VP, Financial Consultant
Charles Schwab
10-2020 - 2-2025
Registered Investment Advisor
NAMCOA® - (Naples Asset Management Company®, LLC) with LPL Financial
10-2020 - 3-2024
Financial Consultant, Business Strategist and Coach
Robin Hanover, Financial Consulting and Coaching, LLC
3-2018 - 10-2020
Managing Director
Naples Wealth Planning
3-2017 - 3-2018
Financial Advisor
Moors & Cabot
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2019 - 6-2023
ChFC Designation
The American College of Financial Services
12-2017 - 6-2018
RICP-Retirement Income Certified Professional
The American College of Financial Services
1986 - 1987
Education details unavailable
The Ohio State University
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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