Clayton Cooper CFP® in

Clayton Cooper CFP®

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Wealth Management Advisor | Partner - Clearview Financial Partners at Northwestern Mutual
📍 Vancouver, Washington, United States

Clayton Cooper is a CERTIFIED FINANCIAL PLANNER™ professional and Partner at Northwestern Mutual - Clearview Financial Partners. Recognized by Forbes as a Best-In-State Wealth Management Team member, he specializes in comprehensive financial planning. He holds a Bachelor of Science from Linfield University.

Clayton has a passion for building and maintaining connections, demonstrated by his past leadership roles as Alumni Chair and Treasurer for the Theta Chi Fraternity. He grew up in an entrepreneurial family, which shaped his perspective on business and finance from a young age.

As a seven-year-old, instead of toys, he asked for a riding lawn mower for his birthday so he could start making money.

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Experience
16 Years
Current Role
Wealth Management Advisor | Partner - Clearview Financial Partners
Location
Vancouver, Washington, United States
Personality Overview

How Clayton 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 Clayton cares about

Planning for Business Owners
Draws on his parents' experience as business owners to advise clients on securing retirement outside of just their company's value.
Entrepreneurial Mindset
Influenced by growing up around entrepreneurs, he demonstrated a drive to earn money from the age of seven.
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Career

Work history

7-2022
Wealth Management Advisor | Partner - Clearview Financial Partners
Northwestern Mutual
5-2011
Financial Advisor - Cooper Wealth Management Group
Northwestern Mutual
5-2011 - 1-2012
Alumni Chair
Theta Chi Fraternity
2011
Financial Advisor
Northwestern Mutual
5-2010 - 5-2011
Treasurer
Theta Chi Fraternity
In the press

Media appearances

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Education
2008 - 2012
BS
Linfield University
CFP®
The American College of Financial Services
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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