Sheila Hoopes, CFP®

Wealth Advisor

San Diego, California

Contact Sheila

Sheila helps clients organize their finances and work toward greater financial independence. She provides comprehensive planning, tax return reviews, and personalized strategies aligned with each client's goals. Her work emphasizes clarity, organization, and practical next steps.
With more than a decade of experience in financial services, Sheila joined EP Wealth in 2023. Her background includes financial planning, tax return review, and client advisory services. She earned a Bachelor of Arts from Smith College and a master's degree in International Affairs from the University of California, San Diego. Sheila holds the CERTIFIED FINANCIAL PLANNER™ designation.
Financial confidence begins with understanding where you are and knowing what comes next. Taking an analytical and educational approach, Sheila helps clients make informed decisions through clear guidance, thoughtful planning, and consistent follow-through.
Sheila and her husband, John, have a daughter, Anastasia. Together they enjoy swimming, biking, and spending time outdoors. She also volunteers as a tax preparer and quality reviewer through the IRS Volunteer Income Tax Assistance (VITA) program.