
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
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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