Wesley Cooper, CERTIFIED FINANCIAL PLANNER® certification in

Wesley Cooper, CERTIFIED FINANCIAL PLANNER® certification

Login to view DISC.
Wealth Management Advisor at Versatile Wealth Management
📍 Sulphur Springs, Texas, United States

Wes Cooper is a Partner and Wealth Management Advisor with Versatile Wealth Management, where he specializes in integrated financial planning for businesses and families. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Forbes-recognized Best-In-State Top Financial Security Professional, holding RICP® and WMCP® designations.

Originally from East Texas, Wes is passionate about serving others, a value instilled by his familys history of educators and entrepreneurs. He is married and enjoys spending time with his family, playing golf, and following sports.

He has a passion for helping people live their vision to the fullest and leave a legacy for their loved ones.

Read the full overview →
Experience
15 Years
Current Role
Wealth Management Advisor
Location
Sulphur Springs, Texas, United States
Personality Overview

How Wesley 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.

Login to view personality overview.
Priorities

Topics Wesley cares about

Comprehensive Financial Planning
His practice focuses on creating complete, dynamic financial plans for closely held businesses and families to manage, protect, and preserve assets over the long term.
Retirement Income
He holds the Retirement Income Certified Professional® (RICP®) designation, indicating specialized expertise in creating sustainable income streams for retirees.
+5 more topics Login to view topics
Career

Work history

1-2026
Wealth Management Advisor
Versatile Wealth Management
1-2018 - 1-2026
Wealth Management Advisor
Cooper Partlow & Associates
6-2011
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2002 - 2006
Bachelor of Science (B.S.)
Louisiana Christian University
1999 - 2002
Education details unavailable
Edgewood High School
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.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Wesley. Free, 10 seconds.