Tim Murphrey JD, CPA, CFP® in

Tim Murphrey JD, CPA, CFP®

Commander · DISC type D
Financial Advisor, Owner at Capitol Wealth Management, Inc.
📍 Sacramento, California, 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
41 Years
Current Role
Financial Advisor, Owner
Location
Sacramento, California, United States
Personality Overview

How Tim shows up

Strong-Willed
Impact-Driven
Decisive

They like to be in a position where they can control the conversation and terms. More than the product, they care about the effectiveness of the product. They like to act fast and expect others to do the same.

Priorities

Topics Tim cares about

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

Work history

3-2006
Financial Advisor, Owner
Capitol Wealth Management, Inc.
3-1987 - 10-2005
Financial Advisor
MONY and AXA Advisors
11-1983 - 3-1987
Senior Auditor
Ernst & Young
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1994 - 1998
JD
William Howard Taft University
1988 - 1990
CLU
The American College of Financial Services
1981 - 1983
BBA
Texas A&M University-Corpus Christi
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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