Sara Samuels, JD, CLU, RICP in

Sara Samuels, JD, CLU, RICP

Questioner · DISC type c
Founder/Fee-For-Advice Financial Planning and Wealth Solutions at Unicorn Wealth Solutions
📍 Jacksonville, 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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Current Role
Founder/Fee-For-Advice Financial Planning and Wealth Solutions
Location
Jacksonville, Florida, United States
Personality Overview

How Sara shows up

Not Easily Convinced
Cautious & Analytical
Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They are more likely than others to negotiate on pricing and terms. They prefer to do thorough analysis of any situation.

Priorities

Topics Sara cares about

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

Work history

7-2008
Founder/Fee-For-Advice Financial Planning and Wealth Solutions
Unicorn Wealth Solutions
9-2007 - 6-2010
Group Fitness Trainer
D3: Dre's Diesel Dome
1-2008 - 2-2008
Volunteer and Election Worker Coordinator
Friends to Elect Paul Chadha Campaign
12-2006 - 5-2007
Associate
Williams Montgomery & John
2-2005 - 11-2006
Associate
Roddy, Leahy, Guill and Zima
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2001 - 2004
Law
Chicago-Kent College of Law, Illinois Institute of Technology
1995 - 2001
BA
UC San Diego
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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