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Shari Hooper

Senior Financial Advisor @ ARGI Financial Group

Senior Financial Advisor at ARGI Financial Group

Greater Grand Rapids, Michigan Area

Ranked #279 out of 5,572 for Senior Financial Advisor in Michigan

Section title

Shari Hooper's Email Addresses & Phone Numbers

Shari Hooper's Work Experience

ARGI Financial Group

Senior Financial Advisor

July 2014 to Present

Cascade Financial Group

Owner

April 1992 to July 2014

Greater Grand Rapids, Michigan Area

Shari Hooper's Education

College of Financial Planning

Certified Financial Planner (CFP) Finance General

2013 to 2015

College for Financial Planning

Registered Paraplanner Financial Planning

1994 to 1994

Western Michigan University

Finance Business

1989 to 1992

Shari Hooper's Professional Skills Radar Chart

Based on our findings, Shari Hooper is ...

Goal-oriented
Critical
Confident

What's on Shari Hooper's mind?

Based on our findings, Shari Hooper is ...

57% Left Brained
43% Right Brained

Shari Hooper's Estimated Salary Range

About Shari Hooper's Current Company

ARGI Financial Group

ARGI Financial Group provides comprehensive financial planning that's designed to help grow, protect, and conserve your wealth, guiding you on the path to achieving your life goals. Because ARGI Financial Group is the parent company of wholly owned subsidiaries that offer all the services required when crafting a financial plan, you get the added benefit of dedicated...

Frequently Asked Questions about Shari Hooper

What company does Shari Hooper work for?

Shari Hooper works for ARGI Financial Group


What is Shari Hooper's role at ARGI Financial Group?

Shari Hooper is Senior Financial Advisor


What is Shari Hooper's personal email address?

Shari Hooper's personal email address is sh****[email protected]


What is Shari Hooper's business email address?

Shari Hooper's business email address is s****[email protected]


What is Shari Hooper's Phone Number?

Shari Hooper's phone (313) ***-*241


What industry does Shari Hooper work in?

Shari Hooper works in the Financial Services industry.


About Shari Hooper

📖 Summary

I WELCOME A CONNECTION IF YOU ARE: ~Seeking a holistic and comprehensive financial plan to guide you and your family. ~Desiring to work with a professional advisory team to see you through life events. ~A corporate executive approaching retirement or newly retired. ~A small business owner ~A medical practitioner facing the next stages of your financial life. ~A single woman searching for a professional female advisor. [email protected] 616.552.7080 or 844.476.2744 WHY ARGI GRAND RAPIDS TEAM? Our team oversees and coordinates the financial affairs of families, retirees, corporate executives, small business owners and medical practitioners in the Forest Hills/Cascade Area, the state of Michigan, and nationally. We believe in providing holistic financial education for our clients to help guide them towards better decisions about their financial affairs, and to help shape their future with confidence. The clients we typically serve have grown a business or enjoyed a high-earning career while raising their families, and are now ready to focus on their wealth management and retirement goals. ARGI Grand Rapid’s 6-Step Approach to Financial Planning provides a thorough process for clients to experience throughout their relationship with us and, in particular, during regularly scheduled needs-based client reviews that cover the following topics: ~Establishing Your Goals ~Gathering Data ~Analyzing Data ~Proposing Solutions tailored to you ~Implementing your Plan ~Monitoring, Reviewing and Revising your Plan www.argi.net – Personal Financial Planning – The ARGI ExperienceSenior Financial Advisor @ ARGI Financial Group provides comprehensive financial planning that's designed to help grow, protect, and conserve your wealth, guiding you on the path to achieving your life goals. Because ARGI Financial Group is the parent company of wholly owned subsidiaries that offer all the services required when crafting a financial plan, you get the added benefit of dedicated teams of specialists, not just a single advisor. WHEN I’M NOT WORKING: My husband, Todd, and I have a blended family of 4 children and one son-in-law and soon-to-be first grandchild! I am involved in the community with Forest Hills Public Schools, Young Life Organizations, Go Red For Women Executive Leadership Team, GROW, my church and Bible studies held in my home. I devote much of my time to my children and their sports and team events. I love running, reading, vacationing with my family at the lake, boating, Pilates, and gardening. I am a huge Detroit Tigers Baseball fan!! From July 2014 to Present (1 year 6 months) Owner @ Formerly, I was an owner of my own Registered Investment Advisor firm, I was involved in the numerous aspects of my company, from social media and advertising to managing my clients’ investments. From April 1992 to July 2014 (22 years 4 months) Greater Grand Rapids, Michigan AreaCertified Financial Planner (CFP), Finance, General @ College of Financial Planning From 2013 to 2015 Registered Paraplanner, Financial Planning @ College for Financial Planning From 1994 to 1994 Finance, Business @ Western Michigan University From 1989 to 1992 Shari Hooper is skilled in: 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


Shari Hooper’s Personal Email Address, Business Email, and Phone Number

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In a nutshell

Shari Hooper's Personality Type

Extraversion (E), Intuition (N), Thinking (T), Judging (J)

Average Tenure

11 year(s), 11 month(s)

Shari Hooper's Willingness to Change Jobs

Unlikely

Likely

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