Lisa J. Hopcroft, CFP®
Sr. Private Wealth Advisor, Partner
Atlanta, GA
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Services Offered
Lisa Hopcroft is a partner of Ronald Blue Trust and a senior private wealth advisor in Atlanta, Georgia. She also serves families in the firm’s Family Office division.
As an experienced wealth advisor to individuals, families, and businesses, Lisa uses her objective perspective to help clients make wise financial decisions to experience clarity and confidence and leave a lasting legacy. Her goal is to help those she serves to focus on the things that matter most to them. Lisa and her team integrate financial planning, investment management, and trust services into financial plans tailored to her clients’ needs.
Lisa graduated with distinction from Nova Southeastern University in Ft. Lauderdale, Florida with a degree in management. A few years later, she received her CERTIFIED FINANCIAL PLANNERTM designation from the Financial Planning Certificate Program at the University of Central Florida.
In 2010, Lisa was named Employee of the Year for the Atlanta office for her outstanding client service.
Active in her community, Lisa attends her local church, where she has served on the host team for over 13 years and as a small group leader for 10 years. She is actively involved with Lifework Leadership Atlanta and is a Planned Giving Partner for the Atlanta Mission. She is also one of the founding members of Ronald Blue Trust’s Women’s Initiative and continues to be an active participant.
Lisa and her husband Rob reside in Alpharetta, Georgia and have been married 33 years. They enjoy hiking, annual beach trips with their family, and watching college football together. They have one son, Nick, who graduated from the University of Georgia in 2021.
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We define the term “Christian Financial Advisor” to be someone who has received special training (such as that received in the Certified Kingdom Advisors (CKA®) Educational Program) in applying biblical principles to financial technical expertise. Because these financial principles come from both the Old and New Testaments of the Bible, a book whose timeless wisdom has been applied to business and financial matters for thousands of years, we refer to these principles as “Biblical Financial Principles,” and the advisors that have been trained in them as “Christian Financial Advisors.” Across the globe, people with different faiths, beliefs, and backgrounds use these principles in the management of their wealth.
Trust and investment management accounts and services offered by Ronald Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, and CERTIFIED FINANCIAL PLANNER™ in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.