Eli Hopkins, CFP®, CEPA®

Specialist Eli is a CERTIFIED FINANCIAL PLANNER™ dedicated to helping clients achieve their financial goals through comprehensive, personalized planning. He takes an educational approach, guiding clients to better understand their current financial situation while providing clear, actionable recommendations to build a practical roadmap for the future. By focusing on clarity and empowerment, he helps clients make confident decisions and stay on track toward their desired outcome. In addition to the work Eli does with clients on a daily basis, Eli helps run and grow our financial planning department. He serves as the financial planning technical lead, guiding advanced planning strategy and solutions. In addition to influencing advisor engagement and uncovering new opportunities through impactful financial planning presentations, education, and joint work. Outside of work, Eli enjoys golfing, spending time with family and friends, and relaxing down the Cape.