Steven HopkinsFinancial Services Specialist
Phone: 805-484-1011 As a Ventura County native, Steve Hopkins understands the diverse needs of the people of California. Knowing each individual, family, and small business has their own unique financial situation, Steve creates a distinct plan for each client. As a Registered Representative with SagePoint Financial and Financial Services Specialist with Independent Capital Management, Steve helps his clients develop a budget, implement college savings and retirement plans, create an estate plan, and find the appropriate insurance program. Steve graduated from Embry-Riddle Aeronautical University with a Bachelor of Science Degree. While in school, Steve studied two subjects he is strongly passionate about: Business and Aviation. He uses his background in finance, accounting, law, and insurance to relate to his clients and help recommend the most appropriate, and customized, financial plan. His background in aircraft systems, flight physiology, aerodynamics, and obtaining his private pilot's license, has helped develop his analytical attention to detail. Steve invests in more than stocks and bonds. He actively volunteers his time with a local educational non-profit that brings awareness to child abuse. As a child advocate, he participates in fundraising, seminars, and is always looking for new ways to contribute. 
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333 S. Beverly Dr., Suite 201 Phone: 800-600-2620 |
Securities offered through SagePoint Financial, Inc., a registered broker dealer member FINRA/SIPC. Investment advisory services offered through Independent Capital Management, Inc. a registered investment advisor, not affiliated with SagePoint Financial, Inc. Certain insurance products offered through Independent Capital Management (ICM). ICM Real Estate DBA ICM Lending is a wholly owned subsidiary of ICM. ICM is a separate company from SagePoint Financial, Inc.
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