San Diego, California Office

3655 Nobel Drive
Suite 200
San Diego, CA 92122

Phone: (858) 622-9009

Fax: (858) 622-9028

Sheila Hoopes

Sheila Hoopes, CFP®

Wealth Advisor

San Diego, California

  • Sheila Hoopes had over 10 years of experience in the finance industry when she joined EP Wealth Advisors in 2023.

  • From experience as an Analyst to now being a Wealth Advisor, Sheila has experience working with clients, from analyzing their financial plans and tax returns to delivering plans that align with their goals and objectives. She enjoys helping clients understand what they need to accomplish to organize their finances and potentially achieve financial independence.

  • Sheila went to school at Smith College, where she earned a Bachelor of Arts, and she earned her Master’s in International Affairs at UC San Diego. Sheila and her husband John have a daughter named Anastasia in elementary school and they enjoy swimming, biking, and spending time outdoors together as a family.

  • She is active with her daughter's school, the Smith College Club of San Diego, and groups in their Normal Heights neighborhood. She volunteers at a local nonprofit as a tax preparer and quality reviewer through the IRS Volunteer Income Tax Assistance program.

WE KEEP YOU INFORMED

You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

Learn the essential steps to set up a...

Learn the steps to setting up a 401(k)...