Shari Hopkins, CFP

As a Senior Financial Advisor with Wells Fargo Advisors, I offer a full range of investment and planning strategies tailored to your unique financial needs. Whether you are planning for retirement, education, insurance, or estate matters, I will help you make informed decisions and stay on track toward your goals. You also have access to additional resources through Wells Fargo Bank, N.A. and affiliates, including trust services, estate planning, and lending solutions. My mission is to empower individuals and families to achieve financial clarity and confidence through personalized, ethical, and forward-thinking advice. As a CFP? professional, I am committed to delivering holistic financial planning that aligns with each client?s values, goals, and life vision building lasting relationships based on trust, transparency, and integrity. With over 25 years of experience helping clients navigate their financial journeys, I invite you to contact me for a free consultation to explore how I may be able to help you pursue your financial goals.