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Wesley Leftwich

M.S., CFP®

Sr. Financial Planning Associate

Wesley Leftwich

M.S., CFP®

Sr. Financial Planning Associate

Biography

Wesley first joined the Plancorp team as a summer intern in 2016. His passion for helping clients achieve their life goals was immediately apparent, and we were thrilled to welcome him back full time in 2017.

Wesley graduated from the University of Missouri in 2016 with his Master’s in Personal Financial Planning and a B.S. in Nutrition and Fitness. As an undergrad, he played for the school’s football team as a wide receiver, even holding a starting position during his senior campaign. In graduate school, Wesley also served as a financial planning teaching assistant and interned at Krilogy Financial.

Born and raised in Columbia, Wesley enjoys exploring his new city and learning about St. Louis’ rich history. Recently, he’s become especially fond of the Delmar Loop, golf courses and plethora of local parks. He actively pursues community volunteer opportunities, particularly those promoting safer neighborhoods and environmental awareness.

Education
  • University of Missouri, Master’s in Personal Financial Planning and a B.S. in Nutrition and Fitness

Insights

What's Your Relationship Status with Money?

Single, committed or complicated, we're all in relationships with our money. And what better time to evaluate the status of that relationship than Valentine’s Day?

Like in romantic relationships, the hallmarks of a good relationship with your finances include emotional maturity, commitment and trust. Consider the signs of a healthy relationship below. How does the future look for you and your money?

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We Opened a New Office in San Jose

On behalf of Plancorp, I am thrilled to announce that we have opened a new office in San Jose, California. This is an exciting development for us and helps us better serve current and future clients in the San Francisco Bay area. Our San Jose office will be located in the same building as, BrightPlan, which we believe will continue to foster synergies between our teams.

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