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Joseph Jeremiah Schopen

Joseph Jeremiah Schopen, American financial planner. Certified Finance Planner. Served to sergeant United States Air Force, 1950-1954, Korea. Member International Association Finance Planning (board directors, past vice president, president since 1977), Institute Certified Finance Planners, Hampton Roads Chamber of Commerce.

Background

  • Schopen, Joseph Jeremiah was born on August 3, 1932 in Boston, Massachusetts, United States. Son of Joseph Francis and Anne Catherine (Weber) Schopen.

  • Education

    • Student, Boston University, 1956.

    Career

    • Agent Fidelity Union Life Insurance Company, Dallas, 1953-1956. Independent broker various life insurance companies, Boston, 1956-1963. Regional director Girard Insurance Group, Dallas, 1963-1966.

      President Estate Services Ltd., Virginia Beach, Virginia, since 1966.

    Major achievements

    • Certified Finance Planner.

    Works

    • Contributor (book) Andersen on Financial Planning, 1985.

    Politics

    Party affiliation: Republican

    Religion

    Denomination: Presbyterian

    Membership

    Served to sergeant United States Air Force, 1950-1954, Korea. Member International Association Finance Planning (board directors, past vice president, president since 1977), Institute Certified Finance Planners, Hampton Roads Chamber of Commerce.

    Personality

    Interests

    Music, travel.

    Connections

    • Married Claire W. Magnuson, December 29, 1971. Children: Heidi, Hans. Children from previous marriage: Joseph Junior, Linda, Robin, Mark, Gretchen, Gayle, Lisa.
    • father: Joseph Francis Schopen
    • mother: Anne Catherine (Weber) Schopen
    • spouse: Claire W. Magnuson
    • children: Heidi Schopen
    • Hans Schopen
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    Nationality
    • 1956
      Boston University
    • 1953 - 1956
      Agent Fidelity Union Life Insurance Company
      Dallas, Texas, United States
    • 1956 - 1963
      independent broker, various life insurance companies
      Boston, Massachusetts, United States
    • 1963 - 1966
      regional director, Girard Insurance Group
      Dallas, Texas, United States
    • 1966
      president, Estate Services Limited
      Virginia Beach, Virginia, United States