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Rich Hopkins

Advisor Image
Rich Hopkins
Wealth Advisor
.
CFP®, ChFC®, CLU®, FIC, TPCP®
Part of the Legacy Capital Associates practice
About Me
About Me

With more than 30 years in the financial services industry—including leadership roles at several major banks—I bring deep experience in banking systems, mutual funds, and retirement plan operations. This broad background allows me to deliver clear, tailored strategies designed to support your goals at every stage of life.

My work is grounded in my belief that generosity is an expression of faith. I’m committed to using my knowledge to serve my community and to help you make confident, values-aligned financial decisions—while doing so as tax-efficiently as possible. My goal is simple: to equip you with the tools and guidance you need to create the future you envision for yourself and those you love.

Service has always been a meaningful part of my life. As a parishioner of St. Alphonsus Church, an active company member and commissioner of my local Fire Department, a father of five, and a grandfather, I understand the importance of patience, adaptability, and steady support. These experiences shape the way I partner with clients, knowing that your financial needs will shift and evolve over time.

As my team continues to grow, we have offices in Princeton, Marlton, and Tabernacle, NJ, we’re here to walk alongside you and your family—helping you pursue your goals with clarity, confidence, and purpose.

Education & Accomplishments
  • B.A. Economics Fordham College
  • CERTIFIED FINANCIAL PLANNER(CFP®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Life Underwriter (CLU®)
  • 2024 Enos Parsell Memorial Award for Outstanding Service to the Montgomery Township Fire Department/ Fire Police
  • 2025 & 2026 Five Star Professional Award Winner For additional information on this award, please visit Five Star award winner Richard Hopkins - Five Star Spotlight
My qualifications
  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Consultant®
  • Chartered Life Underwriter®
  • Fraternal Insurance Counselor
  • Tax Planning Certified Professional®
  • Series 7 - General Securities Representative
My state licenses
  • Arizona
  • California(Insurance Lic. #4547013)
  • Colorado
  • Connecticut
  • Delaware
  • Florida
  • Minnesota
  • Montana
  • New Jersey
  • New York
  • North Carolina
  • Ohio
  • Pennsylvania
  • South Carolina
  • South Dakota
  • Texas
  • Virginia
  • Washington DC
  • West Virginia

Insights

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Join Thrivent's Northeast Member Network for an evening of fellowship and fun. Join Thrivent members and guests for an enjoyable evening featuring a pre-show reception, a Thrivent update, and a performance of Mary Poppins at the Paper Mill Playhouse. Cost: $15 per person Your registration includes admission to the Thrivent Member Reception at the Carriage House Restaurant and a ticket to Mary Poppins at the Paper Mill Playhouse. 5:00 p.m. | Thrivent Member Reception The Carriage House Restaurant (adjacent to the theater) Enjoy hors d'oeuvres and beverages while connecting with fellow members and learning about Thrivent, the Northeast Member Network, and resources designed to help you live a life of clarity, meaning, and gratitude. 1 adult drink ticket will be provided per person (over 21). Performance tickets will be distributed during the reception. 7:00 p.m. | Mary Poppins Paper Mill Playhouse Following the reception, we'll make our way to the theater to enjoy Mary Poppins, a spectacular musical filled with wonder, wit, and unforgettable songs. Community Donation Drive As part of this event, we will be collecting donations to support Messiah Lutheran Church in partnership with PonPads Food Pantry. Attendees are encouraged to bring a donation of nonperishable food items to help local families in need. Additional Information This event is hosted by the Thrivent Member Network - Northeast Region. All Thrivent members are welcome to attend. Seating is limited, and advance registration is required. Parking is available but is not included in the registration fee. RSVP/Ticket Purchase: https://www.eventbrite.com/e/thrivent-member-gathering-at-the-theater-tickets-2004036325597?aff=FAPromo No products will be sold.
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If you’ve ever cared for a parent or loved one, you know how challenging it can be to navigate long-term care. And if you haven’t, chances are you have more questions than answers—which is exactly why planning ahead matters. Consider these key points. ⬆️ See thrivent.com/social for important disclosures.
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A Multi-Year Guarantee Annuity™ allows you to lock in a guaranteed interest rate for a set period, making it a popular option for those looking to help add stability, predictable earnings, and reduced market uncertainty. Reach out if you'd like to discuss whether this type of solution could help support your retirement goals. For additional interest rates and other important information: https://bit.ly/4qauUq7 See thrivent.com/social for important disclosures.
Office location
Princeton Location
475 Wall St
Princeton, NJ 08540
Phone609-466-1845Hours
M – F: 9 a.m. – 5 p.m.
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.