Tom Sunny, CFP®, CLU®, RICP®
Evaluator · DISC type CSDTom Sunny is the President and Founder of Sunny Financial Strategies, a second-generation wealth management firm. A nationally recognized advisor with Forbes and MDRT Top of the Table honors, he earned a Bachelors in Economics from Illinois State University and holds CFP®, CLU®, and RICP® designations.
Residing in the Chicago suburbs, Tom was recently married and is deeply involved in the local Malayalee community, where he serves multiple generations of families. He was inspired to enter the financial industry by his father, who had a long career in the field.
He is known for blending traditional relationship-based advising with modern digital marketing and automation to grow his practice.
Read the full overview →How Tom shows up
They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical
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DISC profile (public)
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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