Emily Hopkins, CPFA®, CRPS®
Managing Director
Emily focuses on retirement plan advisory, partnering with plan fiduciaries to reduce risk and design effective retirement programs that help plan participants maximize their retirement savings. She brings almost two decades of experience working with retirement plans, specializing in mid to large market employers across a broad range of plans including 401(k), 403(b), 457(b), and executive benefit plans, with expertise spanning ERISA compliance, investment oversight, and participant education. Emily holds the Chartered Retirement Plans Specialist (CRPS) and Certified Plan Fiduciary Advisor (CPFA) designations, both issued by the National Association of Plan Advisors. She earned a BA in Finance from San Diego State University.
Please Note: Limitations. Professional designations, certifications, degrees, or licenses, recognition by publications or organizations, membership in professional organizations, or prior experience or success should not be construed by a client or prospective client as a guarantee of a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
