Allison Cooley, CFP® in

Allison Cooley, CFP®

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Senior Manager, Advisory Leadership Team at Focus Partners Wealth
📍 Kansas City, Missouri, 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.

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Experience
9 Years
Current Role
Senior Manager, Advisory Leadership Team
Job Level
Middle
Location
Kansas City, Missouri, United States
Personality Overview

How Allison shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Allison cares about

Strategic Priorities
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Career

Work history

7-2025
Senior Manager, Advisory Leadership Team
Focus Partners Wealth
7-2024 - 8-2025
Manager, Advisory Leadership Team
Focus Partners Wealth
1-2023 - 6-2024
Advisory Team Manager
Buckingham Strategic Wealth
1-2022 - 12-2022
Associate Wealth Advisor
Buckingham Strategic Wealth
12-2020 - 12-2021
Associate Financial Planner
Mana Financial Life Design
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2014 - 2018
Bachelor of Science (B.S.)
Kansas State University
1-2020 - 12-2020
Grad Certificate
Golden Gate University
2014 - 2018
Minor
Kansas State University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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