Jamieson Hopp (CFP®)
Jamieson Hopp focuses in the
following client markets or areas of practice:
- AUM
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Investment Advice with Ongoing Management
- Millennials
- Novice Investors
- AUM
- Cash Flow/Budgets/Credit Issues
- College/Education Planning
- Investment Advice with Ongoing Management
- Millennials
- Novice Investors
Planning Specialties
Millennial Wealth specializes in helping young professionals and technology industry employees with their financial planning and investment management needs. Our planning process is comprehensive, ranging from understanding clients' long-term and short-term goals, their behaviors around saving, spending, and investing, and lastly their tolerance for risk.
Common needs we assist clients with are ranging from the following but not limited to:
-What should I do with my restricted stock units?
-I inherited a windfall of cash, what should I do with it?
-I want to start saving for my child's college expenses, what's the best way to do so?
-I plan on getting married soon, what are the financial implications?
-I want to buy a home in X amount of years, how much will I need for what I'm looking for?
Visit us at millennialwealthllc.com and schedule a free consultation today!
Additional Information
Jamieson is also a part of XY planning network, an organization committed to helping support fee-only financial planning firms that serve gen x and gen y clients and their particular needs.
Outside of work, he enjoys playing golf, basketball, and baseball. You can also find him catching up on all the Netflix and Hulu specials, and planning his next big vacation. Having just moved to the Seattle area in 2021, Jamieson looks forward to being closer to his family and having an opportunity to explore his other passion outside of personal finance, working with animals at the local shelter.
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NAPFA Start Date
August 13, 2021
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