To give back to the community that has supported their growth, Kingsview Partners is offering a complimentary financial consultation. Whether you have clear goals or simply want an objective review of your current situation, this consultation is available to anyone interested. There’s no wrong door—whether you’re seeking in-depth guidance or just need a starting point, they’re here to help. If you find value in the experience and wish to continue, additional paid services are also available.
David Hooper, CFA®, MBA® and Corey Owen, CFP®, ChFC®, MBA® of Kingsview Partners, are committed to acting as fiduciaries, always putting their clients’ best interests first. Kingsview provides them with the platform to help individuals achieve their financial goals, while offering flexibility that many other advisors may not have.
Their expertise includes guiding clients through the complex questions and concerns investors face today, planning for retirement, and providing individuals with comprehensive, client-focused strategies. Their services are entirely confidential, and if you’re seeking guidance but not ready for a meeting, they can send materials for your review. If you have any additional questions, please reach out via their email address seattle@kingsview.com or visit their website at kingsview.com/seattle.
Read below to learn more about David and Corey.
David Hooper, CFA®, MBA®
Bringing over 20 years of industry experience to his clients, Wealth Manager and Partner David Hooper operates his independent practice at Kingsview Partners in Seattle, Wash.
Mr. Hooper grew up just outside of Seattle on Bainbridge Island, graduating from Middlebury College and then earned his Master of Business Administration (MBA) degree from the University of Washington. Early in his career, he worked for Charles Schwab as a fixed income trader and then Wells Fargo Advisors as a portfolio analyst, business development manager and Financial Advisor. Having been awarded the highest distinction in the investment management profession, the Chartered Financial Analyst (CFA®) in 2006, David brings to his valued clients a unique blend of complementary disciplines. Combining sophisticated in-depth analysis from his CFA® background with his detailed comprehension of business practices (MBA), he has the skillset few Wealth Managers can provide.
Grateful to be aligned with a truly independent Registered Investment Advisory Firm, Mr. Hooper loves the ability to help people and to be a positive influence in their lives. He greatly enjoys building long-term relationships with his clients, giving them the assurance that they have someone looking out for their best interests. Reminding clients, “life is too short not to trust your advisor,” David often goes beyond their finances to help provide additional planning resources.
Operating under a fiduciary standard along with Kingsview’s multi-custodian, fee-based platform, David has the freedom to truly provide comprehensive client-centric strategies and services. These services include holistic financial planning, professional portfolio management, streamlined performance reporting and collaboration with tax and legal professionals.
Away from the office David plays basketball and volunteers on the West Seattle YMCA Board. He also enjoys snow skiing and traveling with his family, currently living in West Seattle with his wife Elise and two daughters.
Corey Owen, CFP®, ChFC®, MBA®
Corey Owen manages his independent practice at Kingsview Partners in Seattle, Wash., and has over 18 years of experience in the Financial Services industry.
Growing up in Tucson, Ariz. Mr. Owen graduated from Northern Arizona University, receiving a double major in Public Relations and Advertising, while also earning the Golden Axe and President’s Prize for recognition of his community service and student government leadership roles. Corey also spent five years at Amazon, where he gained expertise in E-Commerce, supply chain & logistics, as well as strategic capital. He continued his education at Grand Canyon University, obtaining his Master of Business Administration (MBA) degree and then went on to earn the top industry designations of Chartered Financial Consultant (ChFC®) from The American College along with the widely recognized Certified Financial Planner (CFP®) from The College for Financial Planning.
Over the last decade, Corey has gained experience assisting clients with protecting, preserving and growing their wealth. He has managed an insurance agency specializing in life and long-term care planning and worked with some of the largest global financial services firms such as Morgan Stanley, JPMorgan Chase and Wells Fargo as both a Private Client Advisor and Financial Planning Specialist.
Corey has a passion to assist families in navigating the complex questions and concerns facing investors today and has the background and skills to help simplify the process. With prior firms often hindering his ability to fully embrace the fiduciary model, he is grateful to have found with Kingsview a true independent platform to offer sophisticated wealth management services. These services include personalized guidance, client centric financial planning, professional portfolio management, streamlined performance reporting, and collaboration with tax and legal professionals.
Having proudly served in the Arizona Army National Guard, Corey was deployed to Iraq in 2003 and has traveled to over 50 countries bringing a unique and comprehensive perspective to all his clients. Currently residing in Mercer Island, Wash., he enjoys spending time with his lovely wife Kimmy in both Arizona and Seattle.