SHARI HOPKINS, CFP®

Senior Financial Advisor

Senior Vice President - Investments

Address: 591 THEATER RD , ONALASKA , WI 54650
Call: 608-791-9210  Fax: 608-791-8391
Email: shari.l.hopkins@wellsfargo.com Compose mail in a new window

My Background

As a Senior Financial Advisor with Wells Fargo Advisors, I offer a full range of investment and planning strategies tailored to your unique financial needs. Whether you are planning for retirement, education, insurance, or estate matters, I will help you make informed decisions and stay on track toward your goals.<br/><br/>You also have access to additional resources through Wells Fargo Bank, N.A. and affiliates, including trust services, estate planning, and lending solutions.<br/><br/>My mission is to empower individuals and families to achieve financial clarity and confidence through personalized, ethical, and forward-thinking advice. As a CFP? professional, I am committed to delivering holistic financial planning that aligns with each client?s values, goals, and life vision building lasting relationships based on trust, transparency, and integrity.<br/><br/>With over 25 years of experience helping clients navigate their financial journeys, I invite you to contact me for a free consultation to explore how I may be able to help you pursue your financial goals.

Securities Registered in the following states: AZ, CA, CO, CT, FL, IA, IL, KY, MN, MO, OH, OR, PA, TX, WA, WI, WV
SHARI HOPKINS: Financial Advisor: Wells Fargo Clearing Services, LLC