Jamie Hopkins

Jamie Hopkins

Managing Director, Carson Coaching
ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Jamie P. Hopkins is Managing Director of Carson Coaching and Director of Retirement Research at Carson Group. He is a Finance Professor of Practice at Creighton University’s Heider College of Business.

A nationally recognized writer and researcher, Jamie is a regular contributor to Forbes, InvestmentNews and MarketWatch. A highly sought-after speaker in the financial services industry, Jamie has also been featured on Wall Street Journal podcasts, NPR radio and Fox radio, and has made multiple appearances for NBC10 Philadelphia, PBS and USA Today.

He’s been published in dozens of financial, educational and legal journals and developed educational materials for The American College’s CFP®, CLU®, ChFC® and RICP® programs, along with CE programs for attorneys.

Additionally, Jamie has co-authored three text books and has two ebooks on Retirement Planning, “Retirement Success In 10 Steps: How To Stretch Your Dollar To Last Through Your Golden Years” and “Retirement Risks: How To Plan Around Uncertainty For A Successful Retirement.” He is also the author of 2018’s “Rewirement: Rewiring The Way You Think About Retirement.”

Jamie was selected by InvestmentNews as one of the top 40 financial services professionals under the age of 40 in 2015. And in 2017, he was selected by The American Bar Association as one of the top 40 young attorneys in the country. Jamie was also named a Lawyer of Distinction and elected to the prestigious role of an American Bar Foundation Fellow.

Before joining Carson, Jamie was an associate professor of taxation at The American College of Financial Services in the Retirement Income program, and served as the director of the New York Life Center for Retirement Income.

Jamie received his Bachelor of Arts degree in political science at Davidson College in North Carolina, where he was captain of the Division I Men’s Varsity Swim Team. He attended Villanova School of Law, where he earned his Juris Doctor degree and graduated with honors. He received his Master of Business Administration degree from Villanova University Business School. Jamie also holds his LLM from Temple University and four financial planning designations, the CFP®, CLU®, the ChFC®, and the RICP®, and sits on ReverseVision’s Board of Directors.

He co-created the Retirement Income Certified Professional® (RICP®) designation, which has over 6,000 graduates since its inception in 2012, and over 12,000 financial advisors currently enrolled in the program.

Carson Group Partners offers investment advisory services through CWM, LLC, an SEC Registered Investment Advisor. Carson Group Coaching and CWM, LLC are separate but affiliated companies and wholly-owned subsidiaries of Carson Group Holdings, LLC. Carson Group Coaching does not provide advisory services.

Podcast

Training Elite Athletes and the Value of Experience with Kent Katich

Posted on July 13, 2020
This week on Framework, Jamie Hopkins and guest host Brodrick Lothringer sit down with coach and trainer Kent Katich. Kent has coached some of the best athletes in the world…

Podcast

Listening Effectively and Breathing New Life into the Industry with Suzanne Siracuse

Posted on July 6, 2020
In today’s episode of Framework, Jamie talks with Suzanne Siracuse, former Publisher and CEO at InvestmentNews. Suzanne has a long history in the financial planning profession and oversaw the growth…

Podcast

Retirement Income Planning and Playchecks with Tom Hegna

Posted on June 29, 2020
On today's episode of Framework, Jamie talks with Tom Hegna, a thought-leader in the income planning for retirement space. Tom spent time in the military prior to entering the insurance…
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