Kari Harber, FPQP®

Client Service Lead
Kari.Harber@stephenswmg.com

Kari Harber serves as our Client Service Lead with more than 20 years of experience in the wealth management and financial planning industry. Her focus has always been on providing an unparalleled client experience.  This focus and her background enable Kari to support the Client Relationship Associate team by developing and implement key processes and procedures, providing training and mentoring on complex topics, and stepping in to work with clients whenever needed.  Kari also serves as a paraplanner in support of our financial planning team.

Service & Leadership

Kari is heavily involved in her home community of Montrose, MI. She is a member of the Montrose Sports Booster and Montrose Football Club, in charge of organizing the annual football fundraisers.

Kari Harber FPQP® Client Service Lead

Kari's Money Story

“Growing up, my parents always encouraged us to put half of any money we earned into our bank account. I remember being frustrated when I would make a couple dollars babysitting or doing chores, and then having to “give” half of it away. At the time, I did not see the benefit of saving towards my future. Looking back, the lesson my parents taught me about saving for the future provided a strong foundation for the financial comfort and security I’ve built today.”

Kari Harber

Education

Series 7 General Securities Representative License
Series 66 Uniform Combined State Law Security License
Certificate in Paraplanner Development
Financial Paraplanner Qualified Professional® (FPQP®)

 

Outside of the Office

When not at work, Kari and her husband Jeremy spend the summers camping with friends in northern Michigan. They enjoy spending time watching their children’s athletic events and hanging out with their three dogs. Their daughter, Dylan, is currently studying at Central Michigan University, their son Levi will be attending Vanderbilt University in the fall and their youngest, Kadyn attends Montrose Community Schools. Kari grew up in Chesaning, MI, but now calls Montrose home.

Kari Harber has held the designation of Financial Paraplanner Qualified ProfessionalTM  (FPQPTM) since 2023. Individuals who hold the FPQPTM designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology, and product categories at The College for Financial Planning®, an accredited institution of higher learning, and then successfully passed a proctored exam that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.  Designees must adhere to the College’s Standards of Professional Conduct, and complete sixteen hours of continuing education every 2 years.

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Stephens Wealth Management Group is engaged, or continues to be engaged, to provide investment advisory services.

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