Philip Hopkins, AIF

Philip has spent his 30+ years in the financial services industry assisting clients with their portfolio design and implementation. In addition to managing investment assets, Philip also provides comprehensive and proactive wealth management planning for his clients. Areas of specialty include asset allocation, college expense planning, business succession planning, estate planning, risk management and business retirement plans. Philip has received formal training in investment fiduciary responsibility.

Philip and his wife Katie are the proud parents of three children. He enjoys biking, running, gourmet foods and Portland State Vikings football.