Lex Nikpour, CFP® in

Lex Nikpour, CFP®

Evaluator · DISC type Csd
Co-Founder & Partner at Ethos Financial Group, LLC
📍 Greater Philadelphia, 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
11 Years
Current Role
Co-Founder & Partner
Job Level
Leadership
Location
Greater Philadelphia, United States
Personality Overview

How Lex shows up

Fast But Analytical
Thorough Evaluator
Hard To Convince

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service They focus on the results, but can still be quite procedural and analytical about how to get there

Priorities

Topics Lex cares about

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

Work history

8-2022
Co-Founder & Partner
Ethos Financial Group, LLC
4-2020 - 8-2022
Partner
Almanack Investment Partners, LLC
3-2016 - 4-2020
Financial Advisor
Wells Fargo Advisors
4-2014 - 3-2016
Financial Representative
Northwestern Mutual
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2007 - 2012
Bachelor of Arts (B.A.)
High Point University
2004 - 2007
Education details unavailable
Conestoga High School
2001 - 2003
Education details unavailable
Delaware Valley Friends School
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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