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David Hodgkins Jr.

David Hodgkins Jr.

Managing Partner | Registered Representative | Certified College Planner

As the Owner and Managing Partner at Echelon Planning Group, my primary responsibilities at Echelon Planning Group include managing the company, driving sales, ensuring client retention, and fostering business growth. With over 30 years of experience in the financial services industry, I am dedicated to helping individuals achieve their financial goals. My specialization lies in working with federal employees, providing them with a deep understanding of how their benefits fit into their overall financial picture. I have noticed that not many financial professionals truly comprehend the unique characteristics of federal benefits, and I strive to bridge that gap. Additionally, I am a Certified College Planner, assisting families in navigating the college planning process. Prior to beginning my career, I earned a Bachelor of Science degree in Marketing from Southern New Hampshire University.

My motivation comes from meeting new people and guiding them towards achieving their financial aspirations. I find great satisfaction in establishing long-term relationships with my clients, witnessing their personal milestones, and celebrating their success as we work together over the years. I firmly believe that the greatest value I can provide for my clients is through an educational approach. By empowering individuals to understand their financial options and make informed decisions, I guide them through various potential scenarios in the long term. This process ensures that my clients have the knowledge and confidence to choose the best course of action for their financial future.

Outside of my professional endeavors, I am happily married to my wife, Sarah, for 32 years. Together, we have raised two wonderful adult children, Nicole and Eric. In my free time, I enjoy playing golf, especially when I can share the experience with my son. Additionally, I take great pleasure in supporting my daughter as she pursues her dream of opening her own small business in town. While serving my clients is my top priority, I also engage in philanthropic activities. I am a passionate advocate of Sweethearts and Heroes, an organization dedicated to combating bullying and promoting empathy. Moreover, I am an original founding member of the National College Advocacy Group and a proud member of the National Institute of Certified College Planners.

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