Shari Hopkins, Wealth Advisor
Shari Hopkins, CFP®, has been a helping clients build and protect their wealth for more than 20 years. Her expertise is helping clients build wealth through investment management, comprehensive retirement income strategies, risk management, tax efficient solutions, and implementing legacy and estate planning strategies.
Shari is a CERTIFIED FINANCIAL PLANNERTM professional, securities and insurance licensed through LPL Financial. She graduated from SJSU with a BS in Economics.
Shari resides in Onalaska, WI with her husband, daughter and dog, Peaches. They enjoy spending family time on adventures traveling, canoeing, camping and biking.
You are invited to schedule a confidential free consultation with Shari. Call 608-784-3904 today to schedule your appointment.