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Jamieson Hopp, Cfp®, Eca is listed as Financial Planner at Millennial Wealth, LLC, a with 1 employees, based in Seattle, Washington, United States. AeroLeads shows a work email signal at millennialwealthllc.com and a matched LinkedIn profile for Jamieson Hopp, Cfp®, Eca.
Jamieson Hopp, Cfp®, Eca previously worked as Senior Financial Planner at Vintage Financial Services, Llc and Financial Planner at Vintage Financial Services, Llc. Jamieson Hopp, Cfp®, Eca holds Bachelor Of Business Administration, Concentration In Financial Planning from Colorado State University.
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Are you a young professional, have a young family, or technology industry employee looking to maximize your employee benefits, manage stock options, or design a financial plan to fund your LIFE goals? Are you unsure how to prioritize or balance several financial goals such as home down payment, saving for retirement, or saving for a kid's college expenses?If you answered 'yes' to any of these questions, we can help you.Who We AreI started my career working with retirees and pre-retirees in the Mid-West, and after a few years I realized my true passion was helping young professionals build their future and manage their finances. After an intensive search, I teamed-up with Millennial Wealth, LLC to bring full-service financial planning and investment management to them. My goal is to help my clients build towards a better future and enhance their lives.How We HelpWe specialize in helping tech professionals with comprehensive financial planning and related services ranging from but not limited to:•RSU, stock options, and other equity compensation analysis•employee benefits optimization (health insurance, retirement benefits, life insurance, etc.)•student loan repayment strategies•tax-efficient investment management•college savings•retirement planning•cash flow and debt managementOur ProcessFree Consultation: We'll explore what prompted you to seek the help of a financial planner. What are your primary goals/priorities and how can we address those?Discovery Meeting: Gather data and refine goals. Begin collaboration on a financial plan.Recommendation Meeting: Discuss our recommendations. Oversee implementation.Have additional questions, contact us at:jamieson@millennialwealthllc.com206-202-2012orSchedule a Free Consultation at https://meetme.so/MillennialWealth
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Greater Seattle Area
Specialize in the financial planning needs of young professionals, families, and professionals in tech to maximize employer benefits, reduce student loan debt, cash flow and budgeting advice, college planning, insurance advice, and investment management.
Ann Arbor, Michigan, United States
Ann Arbor, Michigan
Horn Rapids Golf Course
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Jamieson Hopp, Cfp®, Eca works for Millennial Wealth, LLC.
Jamieson Hopp, Cfp®, Eca is listed as Financial Planner at Millennial Wealth, LLC.
AeroLeads has found 1 work email signal at @millennialwealthllc.com for Jamieson Hopp, Cfp®, Eca at Millennial Wealth, LLC.
Jamieson Hopp, Cfp®, Eca is based in Seattle, Washington, United States while working with Millennial Wealth, LLC.
Jamieson Hopp, Cfp®, Eca has worked for Millennial Wealth, Llc, Vintage Financial Services, Llc, Keystone Financial Services, Center For Excellence In Dermatology, and Horn Rapids Golf Course.
Jamieson Hopp, Cfp®, Eca's colleagues at Millennial Wealth, LLC include Levi Sanchez Cfp®, Cpwa®, Cepa®, Reagan M S., and Mikal Sanchez.
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Jamieson Hopp, Cfp®, Eca holds Bachelor Of Business Administration, Concentration In Financial Planning from Colorado State University.
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