"I wake up every morning and have a purpose." And that purpose, says Ed Hoppe, is to help others. "If you do the right things for others, life has a way of taking care of itself."
Ed serves as Verus’ senior vice president and is known by his peers for his keen eye for detail, “an absolutely critical component of our work as financial planners.” Ed is a primary advisor who helps clients field questions related to financial planning, tax, and investment decisions. He draws from a broad experience from one of the “Big 4” accounting firms and a large national bank’s wealth management division.
Ed holds a bachelor’s degree in commerce with a concentration in accounting, along with a master’s degree in accounting with a concentration in taxation, both from the University of Virginia. He is involved at Cool Spring Baptist Church and Compass Sports in Hanover, Virginia. He and his wife, Lucky, have four children and a life filled with school, sports activities, and an ever-growing number of family vacations to Walt Disney World.
Here’s a list of Ed’s certifications and memberships:
CERTIFIED FINANCIAL PLANNER™
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS) designation by the American Institute of Certified Public Accountants
Accredited Investment Fiduciary® professional designation from Fiduciary 360
Life and Health Insurance Consultant license in Virginia
Past Chairman and Past President, Financial Planning Association of Central Virginia
Member, Financial Planning Association
Verus Investment Policy Committee
National Association of Personal Financial Advisors (NAPFA) registered advisor