Pam Hopman is the founder and president of The Hopman Group LLC, PGH Advisors LLC and Hopman Tax Services, an insurance agency, RIA firm and tax preparation firm respectively. An extensive knowledge of taxes, insurance and investments allows Pam to customize her plans to truly meet her client’s objectives.
Her firm, PGH Advisors LLC, is a state- supervised registered investment advisory firm with the fiduciary duty to put their clients’ needs first. With thousands of satisfied clients, she has honed her skills to serve the needs of men and women in all stages of their lives.
Pam recently launched her financial mastermind group called The Money Thing (formerly called Conversations Over Wine and Chocolate). These mastermind sessions involve guided conversations through important financial topics. Pam created this program as a fun and powerful way for people to view their behavior around money. The clients who participate make impactful decisions and take action to be masters over the financial aspects of their lives.
Pam is available for financial planning and to speak about today’s financial issues.
Christina is our Client Services/Operations Manager. She has B.S. in Management from Lourdes University in Ohio. She joined The Hopman Group in 2010. She assists with facilitating the new account process for clients as well as handling the daily operations of the firm in an efficient, professional, and welcoming manner. She is licensed with The State of Arizona as an Accident/Life/Health Producer. In her free time she enjoys spending time with family and friends, hot yoga, cooking, and reading.
As a Fiduciary Financial Planner, we are ethically and legally committed to acting in your best interest. Simply stated, we are required to give you advice that is in your best interest only.
So how important is it to ensure your financial planner is a fiduciary? A 2015 report by the White House Council of Economic Advisors estimated that Americans might lose as much as $17 billion a year from financial planners that are not fiduciaries.
The fiduciary relationship not only involves good faith and trust with our clients, but it also removing any conflict of interest that may threaten that relationship. At The Hopman Group is committed to giving you unbiased and customized financial advice so you can achieve your dreams.