Steven C. Hopkins, ChFC
Steve’s clients describe him as a good listener with the unique
ability to connect personally, understand, and act as a trusted
confidante; even as a family member. He puts people at ease
and brings a good sense of humor to an area of clients’ lives that
can be serious and stressful.
“I always approach an engagement with the assumption that this
is a lifelong relationship. My clients become part of my extended
family. I always ask myself if I would implement a recommended strategy for my mom,
a sibling, or for myself.”
“My greatest thrill is creating an insight-based experience for a client that results in a
true epiphany. I believe that when clients gain insights, they change; they never think
the same way again!”
Steve’s “growing up” experiences were very diverse. They include farms and ranches
in the Midwest and Northwest, as well as city life. Being one of eight children and
having an entrepreneurial father provided plenty of exposure to the value of hard work
and ideas about business and finances.
“I have since learned the importance of balance in life. When I’m at work, I work hard, I
work smart, and I work efficiently. When I leave work I truly unplug and break away from
it so I can relax, rejuvenate and truly be with my family, my wife, or my friends. I
similarly make focused time to work in the community through Rotary International, my
church, and my children’s school activities.”
After high school, Steve entered the United States Navy’s Advanced Electronics Field
and served from 1975 to 1981. The Navy, college, and early working career provided
extensive opportunity to travel and live in Europe, Asia, the Caribbean islands, and
South America. Steve attended university in South America with an emphasis in
Spanish language and worked abroad in England as a broker with Lloyd’s of London.
Over the past 21 years he has gained extensive experience with a “Fortune 50” financial
firm along with equally extensive experience in the small business, “boutique”
environment.
Credentials include a Bachelor of Arts degree in Finance/Law from Portland State
University, as well as the Chartered Financial Consultant (ChFC) designation through
The American College, awarded upon completion of eight to ten upper division finance
courses.
Securities offered through Linsco/Private Ledger (LPL), Member NASD/SIPC
Steve and his wife Kay make their home in Lake Oswego with their two teenage
daughters, Andrea and McKenzie, and their young son Spencer.
Securities offered through Linsco/Private Ledger (LPL), Member NASD/SIPC