Herbert Hopwood

Hopwood Financial Services, Inc.

This adviser will provide you with a COMPLIMENTARY initial consultation

Minimum client assets required: $500,000

Minimum client income required: No minimum required

Title: President

Offering advice since: 1987

Areas of focus:

  • Portfolio Management
  • Retirement Planning
  • Securities
  • Stocks and Bonds

Further information about Herbert Hopwood:

Herb founded Hopwood Financial Services and has grown the business at a steady and successful rate. He is a past president and current member of the Arlington Rotary Club and is involved with the Arlington Free Clinic. Having served as Captain and lettering all four years on the Notre Dame tennis team, Herb continues to play on a regular basis. He is also active at St. Matthew's United Methodist Church in various capacities. Herb is very close to his wife and family, and has coached his two daughters in softball, basketball and tennis.

BUSINESS BACKGROUND:
Hopwood Financial Services, Inc. - President (2003 to Present)
West Financial Services, Inc. - Senior Vice President and Principal (1992 to 2003)
Prudential Securities - Financial Adviser (1986 to 1992)
First American Bank of Virginia - Trust Pension Officer and Real Estate Loan Officer (1981 to 1986)

Compensation and Fee Structures:

Fee-only

Licenses, Certifications & Affiliations:

CFA Institute
CFA Society of Washington, D.C.
The Financial Planning Association (FPA)
The Financial Planning Association, National Capital Area Chapter

Education:

Chartered Financial Analyst charterholder (CFA(R))
Certified Financial Planner practitioner (CFP(R))
University of Notre Dame, BBA in Finance

Will provide references upon request?

Yes


Further information about Hopwood Financial Services, Inc.:

(Size of firm: 0-9 advisors)

Hopwood Financial Services is an independent fee-only investment management and financial planning firm. We have been chosen by Bloomberg Wealth Manager magazine as one of the country's top wealth management firms. Our clients include high net worth individuals, businesses and institutions. We exist for one reason: To provide our clients with financial peace of mind.


Contact Information for Herbert Hopwood

Phone: (703) 787-0008
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Fax: (703) 759-0974

Address for Herbert Hopwood:
10135 Colvin Run Road
Suite 210
Great Falls, VA, 22066

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