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Marti Hopler

Owner at Touchstone Partners
Intro Book
Seasoned wealth management expert with 31 years of experience in strategic financial planning and business strategy.
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Location
McLean, Virginia, United States, US
Skills
  • Wealth Management
  • Multi Generational Wealth Transfer
  • Strategic Financial Planning
  • Business Strategy
  • Small Business
  • Show all
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Bio

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Marti Hopler is a seasoned wealth management professional with 31 years of experience in strategic financial planning, business strategy, and human resources consulting. She holds certifications as a Chartered Financial Consultant (ChFC) and a Behavioral Financial Advisor, and has worked with various companies, including Touchstone Partners, Hopler Pilkinton Associates, Inc., First Financial Group, Virginia Asset Management Companies, MedStar Health, and the United States Navy.

Credentials

  • Behavioral Financial Advisor
    Kaplan
    Jan, 2021
    - May, 2026
  • Chartered Financial Consultant
    Financial Services and Planning expertise

Experience

  • Touchstone Partners
    • McLean, Virginia
    • Owner
      • Jan 2013 - Present
      • McLean, Virginia

      Wealth Strategies and Business Advisors

  • Hopler Pilkinton Associates, Inc.
    • President
      • Apr 1993 - Present

      Benefits consulting and planning for individuals, professionals and businesses. Also engage in other consulting with health care and government contracting sectors.

  • First Financial Group
    • Bethesda, MD and Reston, VA
    • Financial Advisor
      • 2001 - 2012
      • Bethesda, MD and Reston, VA

  • Virginia Asset Management Companies
    • Partner
      • 1995 - 2001

      Benefits consulting and financial planning for individuals, professionals and businesses. Provide consulting and wealth management strategies

  • MedStar Health
    • Vice President, Human Resources
      • 1982 - 1992

      Vice President of Corporate Human Resources

  • United States Navy
    • Lieutenant Commander
      • 1971 - 1988

      Navy Nurse Corps Officer

Education

  • 1997 - 2003
    The American College
    ChFC, Financial Services
  • 1978 - 1982
    University of Baltimore
    BS,BA, Business Administration

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Wealth Management”

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