Robert Hoopis, CLU
Robert is affiliated with One Wealth Management through his firm, Hoopis Funding LLC, a full service loan brokerage and finance company based in the Chicago area. Since starting Hoopis Funding in 2011, he has counseled clients through a wide range of banking and lending transactions, but specializes in transactions involving life insurance as collateral including premium financing and cash value secured lines of credit. Hoopis Funding also provides working capital lines of credit to insurance advisors secured by their vested renewal portfolios.
Robert began his career in the life insurance industry in 2003 and in 2011 transitioned from an advisor role to start Hoopis Funding LLC. Since 2011, Hoopis Funding has closed over $150 Million in financing. Robert has an undergraduate degree in accountancy from University of Illinois at Urbana-Champaign. In his free time, Robert enjoys exploring the culinary and film worlds with his fiancé, Maggie.
Hoopis Funding, LLC is not an affiliate or subsidiary of One Wealth Management Investment and Advisory Services, LLC or Guardian.