Stephen Johnson CFP®,  CLU®, CLTC in

Stephen Johnson CFP®, CLU®, CLTC

Examiner · DISC type cs
Partner at Cross Coastal Advisors
📍 Needham Heights, Massachusetts, 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
20 Years
Current Role
Partner
Location
Needham Heights, Massachusetts, United States
Personality Overview

How Stephen shows up

Overcautious
Late Adopter
Unexpressive

The only way to convince them is by showing them examples and ample proof. They do not like taking risks at all and go for proven options in the end. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Stephen cares about

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

Work history

1-2021
Partner
Cross Coastal Advisors
4-2014 - 1-2021
Partner
Commonwealth Financial Group
8-2009 - 4-2014
Field Director
Northwestern Mutual
12-2004 - 8-2009
Financial Representative
Northwestern Mutual
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
BSBA
Western New England University
CLU®
The American College of Financial Services
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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