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Shari Hooper

Senior Wealth Advisor

Summit Wealth Partners LLC

United States, Michigan, Grand Rapids

About Me

I have nearly 30 years of experience in the financial industry and have been a member of the Summit Wealth Partners team since Spring of 2020. I have attained various credentials in her career including Registered Paraplanner through the College of Financial Planning, life, health and variable insurance licenses, Series 65 and a Certified Senior Advisor Designation. I am currently studying for a Behavioral Finance designation and her ChFC. My areas of focus include, financial education and planning with women of all ages and stages of life such as single, divorced, widowed, executives and/or business owners, as well as servicing senior investors. My attention to detail helps me navigate chal
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Profile Information

Senior Wealth Advisor

Summit Wealth Partners LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Grand Rapids

Michigan

United States

May 15, 2024

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