Eli Hopkins
- Role
- Financial Planning Consultant at Baystate Financial
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Eli Hopkins
Knowledge is the key to a successful financial future. I pride myself in getting to know…
Experience
Financial Planning Consultant
Mar 2022 — Present
Working with over 40 advisors to analyze client’s financial situation and identify their vulnerabilities through an in depth holistic financial planning process. Utilizing eMoney to develop strategies and recommendations for achieving the client’s financial goals. Conduct live modeling meetings with clients employing tools such as decision center to implement solutions and design a dynamic blueprint to guide them in their financial future.
Education
Alfred Lerner College of Business & Economics at University of Delaware
Bachelor of Science - BS, Finance and Financial Planning & Wealth Management
University of Delaware
Certificate, Entrepreneurship/Entrepreneurial Studies
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