Brian Hopper

Background

About Brian Hopper

I help individuals and families at The Summit Retirement & Investment Services program located at The Summit Federal Credit Union reach their financial goals by helping them develop a customized plan that addresses their personal wants and needs. Together we discuss the tools and strategies available and how the financial markets can help them reach their long and short term goals. I have 7 years of experience in the financial services industry creating realistic and detailed plans for my clients and their families. I am deeply committed to my clients’ financial wellbeing, and I strive to listen intently to their needs and concerns in order to provide them with just the right help for their unique circumstances. As a financial advisor, helping you reach your financial goals by carefully developing a plan that aligns with your specific needs, experience and time horizon, is an honor and my highest priority. Over the past several years I have been there for my clients leading up to and living through retirement. In order to provide the highest quality of service to my clients I did earn the designation of CRPC® (Chartered Retirement Planning Counselor) from the College of Financial Planning. In my spare time, I enjoy investing in my family — there’s no better investment than that! I'm married with 2 beautiful daughters, 5 step children and 9 step grandchildren. I also enjoy golfing and fishing. Securities sold, Advisory Services offered, through CUNA Brokerage Services, Inc, Member FINRA/SIPC. Securities sold through CBSI under contract with the financial institution. Not NCUA/NCUSIF/FDIC Insured ∙ No Financial Institution Guarantee ∙ May Lose Value. Some items and links provided on this page may be from third parties not affiliated with this advisor or CUNA Brokerages Services. Information is provided for educational purposes only. Any opinions expressed are those of the author and not necessarily those of CBSI or its advisors. FR-3628021.1-0621-0723