Qualified Financial Advisors CPA CFP Strategies

BRYAN P. HOPKINS, CPA, CFP®

bhopkins@hopkinswealth.com

Experience Summary: Professional experience includes 20+ years experience in Personal Wealth Management and Public Accounting advising business owners and high net worth individuals. Current responsibilities include Income Tax Planning, Investment Planning, Estate Tax Planning and Business Consulting.

Education:Bachelor of Arts degree, California State University at Fullerton, with a major in business administration, emphasis in accounting.

 

Credentials and licensing

  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP®)
  • Registrations - Series 6, 7, 63 and 65
  • Life Health and Disability insurance license
  • Past President Active 20/30 Club International
  • Professor for a day California State University at Fullerton

 

TAMRIN RAZO

trazo@hopkinswealth.com

As the director of Operations, Tamrin is responsible for the firm's internal control, quality management and back office operations.  Since she joined Hopkins Wealth Management Group in 2006, she has contributed enormously to the company's vision towards effective integration of technology and operations.  Her smile and pleasant personality are greatly appreciated in her ability to deliver outstanding service to our clients.

Tamrin graduated Cum Laude with her Bachelor of Arts in Criminal Justice from California State University of Fullerton.  In her free time Tamrin enjoys running, traveling, and spending time with her family.

 

MELESSA P. HOPKINS, RDH

mhopkins@hopkinswealth.com

Melessa is in charge of planning and implementing company and client events for the Hopkins Wealth Management Group.  Melessa has a BS from Loma Linda University and extensive experience in meeting and event management.

A native of Southern California, Melessa enjoys people and always sees the best in every situation, which makes her alot of fun to be around and great at the position she has with Hopkins Wealth Management Group.

Melessa has been married to Bryan since August 1992 and enjoys working part time and raising her two boys, Austin and Shane.   In her free time Melessa enjoys traveling, exercise, reading, animals and spending time with family and friends.

 

 

HOPKINS & COMPANY CERTIFIED PUBLIC ACCOUNTANTS, AN ACCOUNTANCY CORPORATION 

 

AIDREEN GONSALVES, CPA, TAX MANAGER

agonsalves@hopkinscpas.com

Aidreen Gonsalves has been in public accounting since 1999, including nearly four years with a CPA firm in Honolulu, Hawaii. She holds a Bachelor of Business Administration in Accounting from the University of Hawaii. She obtained her CPA license in 2008 through the State of California and has been a member of the AICPA since October 2013. Aidreen joined Hopkins & Company in 2015 as a tax manager.

Aidreen has worked in all aspects of tax and attestation engagements. She has experience with compilations, reviewed financial statements, and audited financial statements. Aidreen is competent in tax return preparation for businesses, individuals, and various local and state tax filings. She also has helped businesses with Quickbooks consulting and recommendations.

Aidreen and her husband, Frank, moved to Orange County in 2003. They have four children: Frank, Stareen, Daina, & Triston. She enjoys spending time with family and friends. She also enjoys the beach, and gardening at home.