Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Mary Hoopes is a financial advisor with EP Wealth Advisors, located in San Diego, CA. Sheila has been in the financial services industry since 2014 and has experience providing financial planning, investment management, and retirement planning services. Sheila is a Certified Financial Planner and is registered with the state of California. Sheila has been affiliated with EP Wealth Advisors since 2023.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Retirement plan advisory services & tax preparation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
12/05/2023 - Present
EP Wealth Advisors (San Diego CA)
BC
Issued 03/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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