Pamela Hoppe - CLU®, ChFC®

Financial Services Representative
CA Insurance License #0F06191

Visit my web site!

2400 Lakeview Parkway, Suite 450
Alpharetta, GA 30009

Phone: (678)297-4022
Fax: (678)297-4050
E-mail: phoppe@atlanta.nef.com

  • Registered Representative of New England Securities, Corp. (member FINRA/SIPC)
  • Investment Adviser Representative of New England Securities, Corp. A registered investment adviser
  • Million Dollar Round Table (MDRT) Member
  • Special Needs Planner - MetLife Center for Special Needs Planning: A specially trained professional who assists families plan for the financial future of their children with special needs.

 

Professional Qualifications and Designations:
 
§          Over 21 years in the Financial Services Profession
§          BS, Elementary/Special Education, Georgia State University, 1975
§          BS, Finance, Georgia State University, 1981
§          Series 7 & 63, August 1986,securities recognition
§          Chartered Financial Consultant, ChFC, November, 2001
§          Atlanta Women’s Foundation Women on Board Program, 2002
§          Leadership North Fulton Class of 2003
§          MetDESK® Specialist (MetLife’s Division of Estate Planning for Special Kids), 2003
§          Charter Advisor for Senior Living, CASL, 2008
 
Joining New England Financial in 1991, Pam is a Financial Planner with 21 years in the Financial Services Profession. Prior to her financial planning career, she spent six years as Vice President of New Business Development for a national investment banking firm and seven years as Corporate Controller for the State Hospital Association. Pam focuses on wealth accumulation, management, and income generation disbursement for the “baby boomer” population. In addition, has become an advocate for families with children and other dependents with special needs.
 
Philosophy:
“Provide a safe environment in which people can discover how to make smart choices with their money so they can have what they truly value in life.”
 
 
Industry Affiliations:
 
·          Lifetime Member, New England Financial Leaders Association
·          Atlanta Chapter of the Society for Financial Services Professionals
·          Qualifying Member, Million Dollar Round Table
 
Areas of Concentration:
§          Special Needs Planning
§          Retirement Planning
§          Investment Planning / Wealth Management
§          Estate & Tax Planning Strategies
§          401 (k) & IRA Rollovers
Protection Products – Life, Disability and Long Term Care
 
Personal:

Originally from Buffalo, New York, Pam lives in North Atlanta with her two Akita dogs. She loves to travel and read when not involved business or community activities.