Emily Hing Hopkins, CRPS, CPFA

Go-getter
DISC Type : d

Vice President at Wealthspire Retirement Advisory

La Canada Flintridge, California, United States

Overview

With over 15 years of experience, Emily Hing Hopkins is a Vice President at Wealthspire Retirement Advisory. She specializes in helping employers design and manage retirement plans that meet fiduciary standards, focusing on compliance, plan optimization, and evolving legislation like SECURE 2. 0. She holds a degree in Finance from San Diego State University.

Emily was recently honored as a Captain on the National Association of Plan Advisors’ 2025 Top Women of Excellence list, recognizing her commitment and impact in the retirement industry.

Personality Overview

Challenger

Fast-Paced

Vision Oriented

They focus on objectivity in a pitch and pay little attention to bells and whistles.  They don’t always try to control the conversation but neither do they like yielding it fully. They respond well to confident salespeople.

Topics They Care About

Employee Financial Wellness
Passionate about educating employees, turning complex retirement concepts into clear, actionable steps towards financial well-being and explaining topics like the “magic of compounding”.
Retirement Plan Design
Helps plan sponsors optimize their 401(k) and 403(b) plan designs to ensure they are competitive and effective for their employees.
Fiduciary Compliance
Focuses on helping employers navigate compliance, meet fiduciary standards, and stay ahead of evolving legislation such as SECURE 2. 0.

Media Appearances

Emily has no verified media appearances

Work History

11-2025
Vice President at Wealthspire Retirement Advisory
10-2024
Vice President, Advisory Services at NFP, an Aon company
11-2022 - 10-2024
Senior Advisor, Financial Services at Sequoia Consulting Group
10-2022
Senior Retirement Plan Advisor at NFP
Financial Education Specialist at NFP Retirement

Education

2004 - 2008
Finance from San Diego State University

More Information

Social Presence :

Prographics :

Exp : 3 Location : La Canada Flintridge, California, United States Job Level : Senior Designation : Vice President at Wealthspire Retirement Advisory
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Insights For Selling To Emily

During A Call Or A Meeting

DO's

  • Refer to testimonials from others in similar positions
  • Stress on the business value that your product offers
  • Make sure that they have the necessary authority, they could present false stature sometimes

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Refrain from asking too many questions
  • Don’t expect them to change their mind quickly if they say no once

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Emily is

  • Belief in the product plays an important role, followed by objective proof and testimonials.
  • Will you ever get a clear answer from Emily

  • They may hesitate slightly, but if they are not convinced, they will say no.

Insights For Deal Planning

    How fast (or slow) will Emily move?

  • They are neither the fastest decision makers nor the slowest.
  • Can Emily take some risk or not?

  • They can take risks only after they have analyzed the advantages and disadvantages.

You And Emily

Personality Compatibility


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