Mark Tepper, CFP® in

Mark Tepper, CFP®

Questioner · DISC type c
CEO at Strategic Wealth Partners
📍 Independence, Ohio, 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
25 Years
Current Role
CEO
Job Level
Leadership
Location
Independence, Ohio, United States
Personality Overview

How Mark shows up

Not Easily Convinced
Systematic
Price-Sensitive

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to fully evaluate every situation. They are more likely than others to negotiate on pricing and terms.

Priorities

Topics Mark cares about

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

Work history

8-2003
CEO
Strategic Wealth Partners
2-2002 - 8-2003
Financial Advisor
Capital Planners
12-2000 - 2-2002
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
1998 - 2002
BSBA
John Carroll University
2018 - 2018
Value Investing
Columbia Business 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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