Wes Leftwich, CFP®, AIF®, CEPA®, MSFP

Senior Financial Planner
Wes Leftwich, CFP®, AIF®, CEPA®, MSFP

Senior Financial Planner

Wes Leftwich, CFP®, AIF®, CEPA®, MSFP

Wes Leftwich brings almost a decade of experience working as a Financial Planner, serving his clients as the CEO of their Fractional Family Office. Before joining Socha Capital, he helped scale another INC. 5000 RIA from 10 employees to over 25 employees in 2 years.


Wes distinguishes himself through a combination of deep analytical planning expertise and a strong commitment to client advocacy. One of his core strengths lies in simplifying the lives of entrepreneurs by seamlessly coordinating their tax, legal, insurance, and investment planning.


Known for his attention to detail and commitment to constant and never-ending improvement, Wes received his master's degree in Personal Financial Planning from the University of Missouri, while playing for the football team where he earned wide receiver of the year honors during his senior campaign. During his professional career Wes has become credentialed as a CERTIFIED FINANCIAL PLANNER™ , an Accredited Investment Fiduciary (AIF), and a Certified Exit Planning Advisor (CEPA), which require professionals to complete extensive training and adhere to a strict code of ethical standards.


A life-long traveler and student of the world, Wes volunteers his time to environmental awareness and animal rescue. He lives with his growing family in St. Louis, Missouri and is a self - described bio-hacking enthusiast. Outside of work you can find him in the gym, rooting his favorite sports team on, or testing out the newest restaurant in town.



Credentials:

  • Master's degree in Personal Financial Planning from the University of Missouri (MSFP)
  • Bachelor of Science in Nutritional Sciences, with an emphasis health and fitness, University of Missouri
  • Certified Financial Planner (CFP)
  • Accredited Investment Fiduciary (AIF)
  • Certified Exit Planning Advisor (CEPA)

Areas of Expertise:

  • Fractional-Family Office for Entrepreneurs
  • Tax Strategist
  • Private Wealth Management
  • Client Services