Chuck Cooper III, CFP, Advisor, Managing Partner StrongBox Wealth
Chuck Cooper was an appointed member of Velocity Lee’s Summit’s original task force, commissioned in 2015 to develop a Lee’s Summit entrepreneur resource group. He served as Velocity’s Past-Chair in 2017 and currently serves as a Director. “I believe Velocity not only continues to grow into a transformative community-led resource organization for Lee’s Summit entrepreneurs, but will also serve as a regional model for new business support organizations. Velocity’s unique role in our community to facilitate new business is a true asset for Lee’s Summit. Through its highly relevant resources such as Listening to Your Business mentorship program, subject matter expert speakers, like minded entrepreneur themed networking events, the bi-annual Pitch Pub Crawl, and so many other opportunities to serve as a connective hub to business activity, I find the impact of our efforts to be far-reaching. Add in the high energy and dedication of our board in pursuit of our single mission to increase economic activity through new job creation, Velocity is a force of change. Entrepreneurs realize time is their most precious asset to preserve while devoting maximum focus to scaling their new business. It has been extremely rewarding to personally witness the countless times a business owner has leveraged Velocity’s programming and resources to empower their knowledge, make a professional connection, be led to a proper path for directional business assistance, or simply experience encouragement through focused networking. For me, Velocity served an inspirational role in deciding how and when to launch StrongBox Wealth as a new independent firm, a significant contrast from our former business model as a 20+ year corporate employee.”
Chuck has been providing financial advice and wealth management solutions to his clients for over 25 years. Prior to co-founding Strongbox Wealth, Chuck served as Managing Director-Investments for Cooper Wealth Management Group of Wells Fargo Advisors in Lee’s Summit. StrongBox Wealth is a registered independent financial planning and private wealth management firm for high net worth individuals and their families. Clients are in 20+ states and include lifelong savers, entrepreneurs, business owners, professionals, executives, and community leaders. Chuck and Jon Garlow, Lee’s Summit’s Chamber of Commerce 2019 Board Chair, collaborate together as StrongBox Wealth’s financial advisors with their clients’ other trusted professional advisors to provide a simplified aggregation of services. Committed to delivering big picture client solutions through active listening, clear-to-understand advice, and sophisticated portfolio management, Chuck has true long-term multi-generation client partnerships. A CERTIFIED FINANCIAL PLANNER™ practitioner for the last 12 years, Chuck graduated in 1992 from University of Missouri-Columbia with a B.S. in Business. Beyond his support for Lee’s Summit entrepreneurs through Velocity, Chuck has deep conviction in facilitating charitable giving. He is a member of Greater Kansas City Community Foundation’s Regional Advisory Council. Chuck and his family enjoy spending free time at their Lake Lotawana home.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.