Shlomo Bassalian, CPFA, CLTC® in

Shlomo Bassalian, CPFA, CLTC®

Inquirer · DISC type cd
Founder, Financial Advisor at Solomon Bass Financial
📍 Great Neck, New York, 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
19 Years
Current Role
Founder, Financial Advisor
Job Level
Leadership
Location
Great Neck, New York, United States
Personality Overview

How Shlomo shows up

Hard To Convince
Demanding
ROI Conscious

They don’t always try to control the conversation but neither do they like yielding it fully. They focus on objectivity in a pitch and pay little attention to bells and whistles. They respond well to confident salespeople.

Priorities

Topics Shlomo cares about

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

Work history

1-2006
Founder, Financial Advisor
Solomon Bass Financial
10-2020
Financial Advisor
Eagle Strategies, LLC
5-2008
Financial Services Professional
NYLIFE Securities LLC
1-2007
Agent
New York Life Insurance Company
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Finance and Marketing
New York University - Leonard N. Stern School of Business
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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