John Kopp CFP®, ChFC®, RICP®, MBA in

John Kopp CFP®, ChFC®, RICP®, MBA

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Co-Founder and Wealth Management Advisor at Elevation Wealth Planning
📍 Spokane, Washington, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
14 Years
Current Role
Co-Founder and Wealth Management Advisor
Job Level
Leadership
Location
Spokane, Washington, United States
Personality Overview

How John 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 John cares about

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

Work history

7-2016
Co-Founder and Wealth Management Advisor
Elevation Wealth Planning
7-2016
Wealth Management Advisor
Northwestern Mutual
8-2015 - 8-2016
Networking, Sales and Marketing Consultant
Partners In Hope
8-2014 - 8-2016
Communications and Business Development Consultant
World Relief Malawi
8-2011 - 6-2014
Sales Representative
Tacoma Diesel and Equipment
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1995 - 1999
Bachelor of Business Administration (B.B.A.)
Whitworth University
2004 - 2006
Master of Business Administration (MBA)
Northwest University
Social presence
in
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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