Robert Hopper entered the financial service industry in 1985. Having a master’s degree in public health, he understood the importance of advanced education in any professional field. He soon obtained the prestigious designations of Chartered Financial Consultant and Chartered Life Underwriter from the American College in Bryn Mawr, PA. Given the ever changing horizon of tax laws, insurance and investment products, specialized education continues to be a high priority for Mr. Hopper.
As a Financial Adviser and an Investment Adviser Representative with LPL Financial. Mr. Hopper is able to provide a full array of financial planning services and the products which complement them. Being independent of any one insurance or investment company has always been important in evaluating the best way to meet the financial needs of his clients.
Using a holistic and values based approach to financial planning, Mr. Hopper employs Modern Portfolio Theory, Monte Carlo simulations and multi-dimensional planning software in determining needs and making recommendations. This enables clients to have realistic expectations as they work toward their personal financial objectives.