Eli Hopkins, CFP®, CEPA®
Director of Financial Planning
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 outcomes.
Outside of work, he enjoys golfing, spending time with family and friends, and relaxing down the Cape