portrait of Lori A Hoppmann
FINANCIAL ADVISOR

Lori A Hoppmann

CFP®, CPWA®, AAMS™, ADPA™
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Socially Conscious Investing
  • Charitable Giving
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • LGBTQ+ Finances

Certifications

  • CFP®

    Certified Financial Planner™

  • CPWA®

    Certified Private Wealth Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

  • ADPA™

    Accredited Domestic Partnership Advisor™

Personal Interests

  • Social Responsibility
  • Golfing
  • Traveling
  • Cycling
  • Wine Collecting/Enthusiast

Team Members

  • Teresa Doyle
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(215) 493-0172

Fax

(877) 515-0404

Office Address

1099 General Knox Road
Suite 1a
Washington Crossing, PA 18977opens in a new window

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