Sherif Atia, CFP®

Sherif Atia, CFP® is an Investment Advisor at Hoopoe Advisors, where he is responsible for wealth management and investment advice to clients, in addition to analyses, modeling, and research. Previously, Sherif was a Retirement Peer Advisor with Bankers Life, where he helped clients fulfill their needs by aligning products and services with long-term financial goals. He is credentialed with Series 7 and 66 registrations, and is Life and Health Insurance Licensed in Massachusetts and Rhode Island.

Sherif studied Economics at Brandeis University and graduated with honors (Cum Laude) with a Bachelor of Arts degree. He then completed the CERTIFIED FINANCIAL PLANNER™ track at Northwestern University. He is passionate about international affairs, finance, and football, and lives in Boston, MA.