Sarah Flora, ChFC®, RICP® in

Sarah Flora, ChFC®, RICP®

Sharpshooter · DISC type DC
Founding Partner at Flora & DiPaula Wealth Partners, Inc.
📍 Baltimore, Maryland, 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
23 Years
Current Role
Founding Partner
Location
Baltimore, Maryland, United States
Personality Overview

How Sarah shows up

Rigorous & Demanding
Fast But Analytical
Thorough Evaluator

They take a lot of pride in personal achievements. More than the product, they care about the impact of the product. They are not always relationship oriented.

Priorities

Topics Sarah cares about

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

Work history

6-2017
Founding Partner
Flora & DiPaula Wealth Partners, Inc.
1-2014 - 3-2017
Financial Representative
Wealth Management Firm
8-2002 - 1-2014
Assistant Vice President
Wells Fargo Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2015 - 2015
ChFC Chartered Financial Consultant
The American College of Financial Services
2014 - 2014
RICP Retirement Income Certified Planner
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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