Todd Calamita, CFP® in

Todd Calamita, CFP®

Activist · DISC type Cd
Certified Financial Planner™ at Calamita Wealth Management
📍 Charlotte, North Carolina, 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
30 Years
Current Role
Certified Financial Planner™
Location
Charlotte, North Carolina, United States
Personality Overview

How Todd shows up

Logical And Quick
Value Conscious
Observative

They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople. They don’t always try to control the conversation but neither do they like yielding it fully.

Priorities

Topics Todd cares about

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

Work history

7-2010
Certified Financial Planner™
Calamita Wealth Management
3-2005 - 7-2010
Certified Financial Planner™
RBC Wealth Management
1-1999 - 3-2005
Financial Consultant
Wachovia, A Wells Fargo Company
1994 - 1996
Certified Cash Manager (CCM)
National City Bank
1993 - 1994
Credit Analyst
National City Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1996 - 1997
Masters of Business Administration
Weatherhead School of Management at Case Western Reserve University
1996 - 1997
Master of Business Administration - MBA
Central European University
1989 - 1993
Bachelors of Business Administration
Ohio University
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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