David Hopkins, CFP®, AIF®, RICP®, CEPA® in

David Hopkins, CFP®, AIF®, RICP®, CEPA®

Examiner · DISC type sc
Managing Partner at North Point Advisor Group
📍 Eau Claire, Wisconsin, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
16 Years
Current Role
Managing Partner
Location
Eau Claire, Wisconsin, United States
Personality Overview

How David shows up

Overcautious
Tough To Convince
Late Adopter

The only way to convince them is by showing them examples and ample proof. They tend to be clear about their needs and limitations and are unlikely to promise too much. They do not like taking risks at all and go for proven options in the end.

Priorities

Topics David cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

12-2014
Managing Partner
North Point Advisor Group
12-2008 - 12-2014
Financial Advisor
Principal Financial Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2004 - 2008
Bachelor of Arts (B.A.)
University of Wisconsin-Eau Claire
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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