John Kopp CFP®, ChFC®, RICP®, MBA in

John Kopp CFP®, ChFC®, RICP®, MBA

Critic · DISC type C
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.

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.

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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

Critic
Precise
ROI Driven

They are quite likely to negotiate on pricing or other key terms. They prefer to do logical analysis and value evidence over emotions. They don’t appreciate bells and whistles unless backed by data.

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)

C

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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