Bryan Hopkins, CPA®, CFP®


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
Phone 208-510-6200
Fax 208-510-6200