Meet Susan Hopkinson
Meet Susan Hopkinson, Financial Advisor and Advocate for Women’s Financial Independence.
Susan Hopkinson, CFA, CDFA®, is a financial expert with decades of experience in investment banking, venture capital, and financial planning. She is dedicated to helping women over 40 take control of their financial future, no matter their starting point.
Born on the East Coast, Susan is a proud Duke University alumna with an MBA from the University of Chicago Booth School of Business. She launched her career in finance at JP Morgan and later ventured into ethical entrepreneurship as the co-founder of HigherRing.
Today, Susan resides in San Francisco with her three children and two dogs, where she continues her mission to empower women through transparent and personalized financial advice.
Education
With over 25 years in the financial industry, Susan holds both the prestigious CFA Charter and CDFA® designation.
Her expertise spans:
- Comprehensive financial planning
- Divorce financial services
- Business structuring and investment planning
- Values-based investing
“Financial freedom is the foundation of personal security—especially for women.”
Susan’s journey is deeply personal. After stepping away from a successful career to raise her three children, she returned with a renewed mission: to make sophisticated financial advice accessible to women of all backgrounds.
When she’s not advising clients, you can find Susan hiking the hills of San Francisco, volunteering for local initiatives, or cheering on her children’s sports teams.
Let’s Build Your Financial Future Together
Ready to take the first step toward financial empowerment? Whether you’re planning for retirement, navigating a major life change, or simply seeking clarity, Susan is here to help. Schedule your complimentary consultation today and start your journey toward financial confidence.