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.
With over 25 years in the financial industry, Susan holds both the prestigious CFA Charter and CDFA® designation.
Her expertise spans:
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.
At Hopkinson Ventures, we believe financial planning is about more than just numbers. It’s about aligning your finances with your goals and values, so you can live the life you’ve always envisioned. We take the time to truly understand your needs, educate you on every aspect of your financial life, and provide hands-on guidance to keep you accountable. With us, you’re not just a client—you’re a partner.
Hopkinson Ventures provided exceptional guidance during a challenging time. Their expertise as both a CDFA® and CFA gave me the confidence to make informed decisions about my financial future. Highly recommend!
Thanks to Susan at Hopkinson Ventures, I now have a clear and confident plan for my retirement. Her personalized approach and deep financial expertise made all the difference in helping me secure my financial future!
Let’s build a financial roadmap tailored to your goals and dreams. Together, we’ll create a plan you can trust—so you can live fully today while planning for tomorrow. We take the time to truly understand your needs, educate you on every aspect of your financial life, and provide hands-on guidance to keep you accountable. With us, you’re not just a client—you’re a partner.
