Money Matters

Sheila Hoopes Earns CFP® Certification

Sheila Hoopes Earns CFP® Certification 

We’re pleased to announce Sheila Hoopes, a CCMI financial planning associate, has successfully completed her CERTIFIED FINANCIAL PLANNER™ certification. This designation is one of the highest esteemed credentials, representing a standard of excellence and integrity in the financial planning industry. As a CFP® professional, Sheila will be able to make a difference in the lives of our clients by helping them feel more secure along their journey, from building a financial plan to planning for retirement.

The certification involves rigorous coursework, examination, and ethics requirements, designed to give clients confidence in working with a trusted financial planner who always puts their best interests first. 

Sheila has always shown her commitment to clients by helping our advisor team with customer service, data analysis, financial plan research, and ensuring clients have the resources they need to succeed. By pursuing the CFP® professional certification, Sheila demonstrates one of CCMI’s core values of holding ourselves accountable through continual learning. Adding another trusted and certified financial advisor to our firm helps us provide the highest level of service and solutions so clients can make the best-informed decisions for themselves and their families.

Congratulations, Sheila, on your latest achievement. We’re thankful to share your talent with our clients and see you flourish in your career.

CCMI provides personalized fee-only financial planning and investment management services to business owners, professionals, individuals and families in San Diego and throughout the country. CCMI has a team of CERTIFIED FINANCIAL PLANNERTM professionals who act as fiduciaries, which means our clients’ interests always come first.
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