Shari Hooper Email & Phone Number
Senior Wealth Advisor @ Summit Wealth Partners, LLC
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Shari Hooper Location
- Grand Rapids, MI, US
Shari Hooper Work
- 2020 -now Senior Wealth Advisor @
- 2014 -2020 Senior Financial Advisor @
- 1992 -2014 Owner @ Cascade Financial Group
Shari Hooper Education
- The American College of Financial Services
Candidate for ChFC
2018-2022 - College for Financial Planning
Registered Paraplanner (Financial Planning)
1994-1994 - Western Michigan University
Finance (Business)
1989-1992
Shari Hooper Skills
- Retirement Planning
- Investment Management
- Wealth Planning
- Series 65
- 401k Rollovers
- Small Business Retirement Planning
- Life & Health Insurance Licenses
- 529 Plans
- Variable Annuities
- Long Term Care Insurance
- Leadership
- Marketing
- Public Speaking
- Life And Health Insurance Licenses
- Customer Service
- Strategic Planning
- Financial Analysis
- Sales
- Compensation
- Services
- Financial Services
Shari Hooper Summary
- Shari Hooper, based in Grand Rapids, MI, US, is currently a Senior Wealth Advisor at Summit Wealth Partners, LLC. Shari Hooper brings experience from previous roles at ARGI Financial Group and Cascade Financial Group. Shari Hooper holds a 2018 - 2022 Candidate for ChFC @ The American College of Financial Services. With a robust skill set that includes Retirement Planning, Investment Management, Wealth Planning, Series 65, 401k Rollovers and more. Shari Hooper has 2 emails and 2 mobile phone numbers on RocketReach.
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