Today we welcome David Hooper, CFA, as a new WSB sponsor. New sponsors get an opportunity to tell you about what they do:
“As a financial advisor who is affiliated only with a Registered Investment Advisor, I must always act as a Fiduciary. I have a legal and ethical responsibility to always put my client’s priorities first. Each of my clients has a written financial plan that’s customized to their specific objectives. This ensures that we’re on the same page working toward the same goals. I manage each and every investment accounts personally, so I can make sure the client’s investment strategy is on track to help reach their goals. People know that I care about their financial well-being. Also, being an independent advisor reduces the number of potential conflicts of interest of a large investment firm and allows me to focus on my clients.
“My clients appreciate the way I can take complex and intimidating industry jargon and explain it in a way that makes sense to them. It’s my job to empower my clients with investment knowledge and not confuse them with industry jargon.
“I believe in being authentic and always try not come off as a pushing salesperson. As an experienced professional with more than 25 years in the investment management, portfolio management, and financial-advising industry. I take the trust that my clients have given me seriously, and have earned the Chartered Financial Analyst (CFA) designation and my MBA from the UW Foster School of Business, both of which enable me to do my job better.”
We thank David Hooper, CFA, for sponsoring independent, community-collaborative neighborhood news via WSB; find our current sponsor team listed in directory format here, and find info on joining the team by going here.