Shari Burnum is the CEO, Founder, and a Certified Financial Planner (CFP) at Investor’s Resource. With over 30 years of experience in the industry, she has built a successful wealth management team that specializes in serving “the millionaire next door”. Her expertise spans tax, estate, and generational financial planning. Shari’s dedication to her work has been recognized by Forbes, who awarded her the prestigious 2022 Forbes Top Women in Wealth Management and 2022 Forbes Best in State Advisors awards.
She believes in giving back and passing on success to others, making her more than just a financial advisor. She is a guide during tough times, a sounding board for big decisions, and a beacon to plot a course for success.
After graduating Magna Cum Laude from Birmingham Southern College, Shari obtained her CFP certification early in her career. She was among the top 3% of all advisors at Raymond James, one of the nation’s largest independent firms, where she honed her independent financial planning skills. Today, she runs an operation at the forefront of change within the industry, partnered with one of the fastest-growing independent firms in the nation, RFG Advisory.
Shari is known for challenging the status quo, and her team is continuously improving. They are approachable, available, and committed to providing clients with the best solutions and resources to navigate today’s complex financial landscape.
Beyond her professional commitments, Shari actively supports the local business community. She is a member of The Huntsville Committee of 100 and volunteers with the SIFMA Foundation. She also serves as an ambassador for StrongHer Money and is a founding board member for the Huntsville Community Foundation. Her commitment to financial education led her to create the Investor’s Resource Gratitude Fund which annually funds local community initiatives.
Shari enjoys playing tennis, studying wellness, and contributing to community projects during her downtime. Her personal interests reflect her dynamic personality and dedication to improving the lives of others, both professionally and personally.
With her wealth of experience, unwavering dedication to her clients, and commitment to giving back to the community, Shari embodies what it means to be a leader in the financial advisory industry.
Get to Know Shari:
- Bucket List Vacation: Greece and Africa
- Words to Live By: “Everyone has a role. We each have special skills. It’s your job to figure out how to best play that role and leave a meaningful contribution behind.”
- Happy place: The Beach
- Favorite TV show: Cop shows and mysteries.
