W. Joel Hudson, CFP®, CKA®, AAMS® in

W. Joel Hudson, CFP®, CKA®, AAMS®

Judge · DISC type Dc
CERTIFIED FINANCIAL PLANNER™ Professional at FoundationWealth
📍 Dalton, Georgia, 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.

Login to view overviewLogin to view overview
Experience
23 Years
Current Role
CERTIFIED FINANCIAL PLANNER™ Professional
Job Level
Leadership
Location
Dalton, Georgia, United States
Personality Overview

How W. shows up

Objective Thinker
Fast But Wary
Quality Focused

They are very proud of what they do. They are not focused on building rapport and relationships. More than the product, they care about the effectiveness of the product.

Priorities

Topics W. cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

9-2012
CERTIFIED FINANCIAL PLANNER™ Professional
FoundationWealth
9-2012
Chief Executive Officer
FoundationWealth And Resource Management
4-2009 - 3-2011
Financial Advisor
Edward D. Jones
1-2001 - 4-2009
Sales / Business Development
KWK Inc. DBA Chatswoth Ford
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2011 - 2014
CFP® Candidate education certification
The University of Georgia
2011 - 2011
Accredited Asset Management Specialist
College for Financial Planning
2004 - 2008
Bachelor of Science in Business Administration
Walden University
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.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to W.. Free, 10 seconds.