Our Qualifications

Pete Hopkins CFP^®, President

Pete Hopkins is a Financial Advisor at Barnegat Financial. He focuses on providing wealth management solutions to clients in the Dublin / Columbus, Ohio area. Together with his partners, he helps affluent clients address their five biggest concerns: Preserving their wealth, mitigating taxes, taking care of their heirs, planning so that their their assets are not unjustly taken and charitable giving.
 

Pete founded Barnegat Financial in 2011 and now serves a variety of clients who have entrusted him with their assets. He enjoys getting to know his clients and uses a top down approach to determine his clients needs and goals. He then uses customized recommendations designed to address each clients unique needs and goals beyond simply investments.

Successful individuals, families and businesses work with Pete to: Develop and implement a wealth management plan, help them reach their financial goals, make better decisions in today's uncertain political, economic and social environment and obtain an independent second opinion from a top financial advisor in their community.

Previously, Pete spent eight years at Bank One (now Chase Bank) in various corporate finance roles. He then moved to Legg Mason as a financial advisor in Columbus and also spent nine years as an advisor at LPL Financial.

Pete has a BBA in Real Estate form Temple University in Philadelphia, Pennsylvanis and an MBA from The Ohio State University in Columbus, Ohio. He currenly lives in Dublin, Ohio with his wife Jodi and his three boys.