Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

About Jamie

Jamie P. Hopkins is the Managing Partner of Wealth Solutions at Carson Group. He also serves as 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.

Jamie is the author of “Rewirement: Rewiring The Way You Think About Retirement,” which released its second edition in 2021. 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.”

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.

Specialty Areas

  • Retirement Income Planning

Experience

  • Managing Partner of Wealth Solutions at Carson Group
  • ESQ., MBA, CFP®, LLM, CLU®, CHFC®, RICP®
  • Author or “Rewirement: Rewiring The Way You Think About Retirement
  • Contributor to Forbes, InvestmentNews, MarketWatch and More
  • InvestmentNews 40 Under 40
  • Top 40 Young Attorneys by American Bar Association 
  • American Bar Foundation Fellow
  • Host of the Framework Podcast

Education

  • Juris Doctorate from Villanova Law School
  • LL.M. in Taxation from Temple University Beasley School of Law
  • CFP®
  • CLU®, RICP® and ChFC® designations from The American College
  • Bachelor’s Degree, Davidson College

Latest Blog Posts

Blog Podcast

Kate Healy: Creating a More Diverse and Equitable Industry

Posted on January 18, 2022
 In this episode, Jamie Hopkins and Ana Trujillo Limon talk with Kate Healy, former Managing Director of Generation Next at TD Ameritrade Institutional. Kate spearheaded diversity and inclusion …

Blog Podcast

Phil Loughlin: Investing in Founder-Led Businesses

Posted on January 10, 2022
 The relationship between founders and investors is symbiotic. What should this relationship look like, and what are the first steps toward success? In this episode, Jamie and Ana …

Blog Podcast

Joelle Martinez: Unleashing the Economic and Social Potential of Diversity

Posted on January 4, 2022
 Latinos are still underrepresented in leadership roles, despite the fact that diversity and inclusion drive real progress in businesses. As financial leaders, how do we address this issue? …

Blog Podcast

Danika Waddell: Turning Crisis Into Opportunity

Posted on January 4, 2022
 When we think of jobs and the creation of opportunity, we often think about providing a way for people to work and earn an income. But more than …
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Books

BOOK

Rewirement: Rewiring The Way You Think About Retirement!

Author: Jamie P. Hopkins
Common misconceptions, assumptions, and behavioral biases often prevent people from building robust and flexible retirement plans—and this is an enormous problem. If you don’t know your decisions are based on false assumptions, how can you avoid making serious mistakes? Buy "Rewirement" Now
rewirement financial advisors

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