Jamieson Hopp
CFP®, ECA
Millennial Wealth, LLC
Financial Planner
Jamieson Hopp
CFP®, ECA
Millennial Wealth, LLC
Financial Planner
We provide Financial Planning for young professions as Fee-Only Financial Advisors. Regardless of your financial situation, we can help you build towards a better financial future. Get started today. - Jamieson Hopp, CFP®, ECA
Fee-Only financial planner located in Seattle, WA, serving young professionals locally and across the country.
Jamieson Hopp is a Seattle, WA fee-only financial planner. Millennial Wealth provides comprehensive financial planning, investment management, and tax planning to help high-net-worth individuals and families in the tech industry organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jamieson Hopp is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Jamieson Hopp is a CERTIFIED FINANCIAL PLANNER® professional and EQUITY COMPENSATION ASSOCIATE.
Prior to joining Millennial Wealth, Jamieson worked at an independent RIA in Michigan for three years. After his experience working closely with retirees and pre-retirees in the Mid-West, he decided to be closer to home in Washington State, having grown up in Eastern, Washington. He obtained a bachelor’s degree in Business Administration with a concentration in Financial Planning from Colorado State University, in 2018. Shortly thereafter, he sat for and passed the CFP® exam.
His passion is helping young professionals build their wealth and improve their lives by delivering full-service financial planning and investment management.
Outside of work, he enjoys playing golf, basketball and baseball. You can also find him catching up on all the Netflix and Hulu specials, and planning his next big vacation. Having just moved to the Seattle area in 2021, Jamieson looks forward to being closer to his family and having an opportunity to explore his other passion outside of personal finance, working with animals at the local shelter.
About Us
As Millennials ourselves, we’ve lived through many of the same experiences our clients have and understand first-hand their struggles and successes. Having worked with older generations as well, we understand the impact financial planning can have the earlier you start.
We saw an enormous need to make these services available to our generation. Time is our greatest friend when it comes to building wealth. Financial planning can make the greatest impact the earlier you begin.
About You
You’re a mid-to-late twenties or early-thirties professional making more money than you’ve ever made before. Perhaps you have student loans, were recently married, have excellent benefits, such as stock options, or want to start saving for that first home purchase.
You realize you need direction and clarity in your financial life because you have high aspirations for yourself and want to maximize your financial decisions. You care deeply about living a life that is full of meaning, purpose, and memorable experiences. That’s when you come to us.
Together, we get to the root of what is most important to you and the role money plays in that picture. Do you wish to retire early? Start a business? Or, perhaps, travel the world? Maybe you want to get out of debt. Whatever your goals may be, we can help you get there.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Stock Options, RSU's, ESPP's
- Cash Flow and Budgeting
- College Education Planning
- Tax Planning
Ideal Clients
- Tech Industry Employees
- Growing Families
- Sudden Money Situations
- High-Net Worth
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Jamieson Hopp is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Jamieson Hopp is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Jamieson Hopp is a NAPFA AssociateThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Jamieson Hopp
Office Locations:
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3518 Fremont Ave N
#443
Seattle, WA 98103
