Advisor profile


My approach

Lori Hoopingarner - My approach photo

What you can expect when you work with me

At Ameriprise, our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with me, you receive:

· 1:1 financial advice based on your goals and needs.

· Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.

· Regular meetings to review your goals, progress and investments.

· Anytime access to your investments and digital tools to help you stay on track.

Feel confident about your financial future.

Lori Hoopingarner - My approach photo

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Business Retirement Plans
  • Investments
  • Estate Planning Strategies
  • Saving for Education
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • California State University, San Bernardino
  • Bachelor of Arts in Business Management, emphasis in Finance

Interests

I love to spend time with my family. My husband, Darren, and I have 3 children; Amanda 29, Lainey 15, & Hudson 12. Amanda is an artist, she just finished her Master's Degree in Chicago. Lainey is a sophomore who loves to play soccer. Hudson is in 6th grade and he just made me the shortest person in the house. Appropriately, he loves basketball. We all love the family dogs, Bailey & Harley.

I enjoy trying new foods, vegetable gardening, reading by the pool, and traveling to sunny spots. We love whitewater rafting and traveled to Zion NP last summer. Hopefully next year we'll travel to Alaska. I can't wait to cross that off my bucket list!

Community participation

Volunteering in the community is something that is very near and dear to my heart.

  • Professional Women's Roundtable, Board CEO, Temecula, CA www.pwronline.org
  • Professional Women's Roundtable, Scholarship Co-Chair, Temecula, CA
  • Spokesperson for Stroke awareness
  • American Heart Association and Stroke Association Executive Leadership Team
  • Temecula Valley Hospital Community Advisory Committee
  • Essay Judge for InvestWrite www.investwrite.info
  • Joan Sparkman Unity Award committee member

Awards & recognition

  • Ameriprise Circle of Success, 1999-2001