Daniel P. Hoffman, Crpc®

Daniel P. Hoffman, Crpc® Email and Phone Number

Founding Partner, Wealth Advisor and Investment Strategist @ MAIN STREET WEALTH ADVISORS, LLC
Kirkland, WA, US
Daniel P. Hoffman, Crpc®'s Location
Greater Seattle Area, United States, United States
Daniel P. Hoffman, Crpc®'s Contact Details

Daniel P. Hoffman, Crpc® work email

Daniel P. Hoffman, Crpc® personal email

n/a
About Daniel P. Hoffman, Crpc®

I am a Founding Partner, Wealth Advisor, Investment Strategist, and Chartered Retirement Planning Counselor (CRPC®) for Main Street Wealth Advisors. We focus on tactically active portfolio management using Nasdaq Dorsey Wright research and comprehensive financial planning using LPL Financial’s WealthVisionSM platform. We pursue returns in your portfolio that are in line with your investment objectives while working diligently to reduce the risk in your portfolio. In today's global economic environment, we believe it is imperative to have the ability to quickly adjust to changing economic conditions. It's as true for financial and investment matters as it is for life in general: planning for the future helps you focus on where you're headed and feel confident in where you stand in relation to your goals and intentions. Main Street Wealth Advisors has built a premier investment practice around a deep respect for planning. Our comprehensive financial planning can provide strategies that are customized to your objectives and capable of addressing a wide range of circumstances and concerns. We partner with you to put you in a better position to pursue your financial goals and aspirations. I began my Financial Advisory career in 2002 with Edward Jones where I managed an office in North Tacoma. In mid-2004, I transitioned my practice to Smith Barney where I joined John Grant to help create The Grant-Hoffman Team. In July of 2010, John and I, along with other colleagues, formed an independent practice, Main Street Wealth Advisors. I currently hold a Series 7, Series 24, Series 63 and Series 65 license as well as a Life and Variable Annuity license and a Long Term Care Insurance license.I am currently the Board Vice Chair for eliseo. I am the past Board Chair for the Puyallup Food Bank, and past Board President and a boys lacrosse coach for both the Rogers Lacrosse Club and the Puyallup Lacrosse Club.

Daniel P. Hoffman, Crpc®'s Current Company Details
MAIN STREET WEALTH ADVISORS, LLC

Main Street Wealth Advisors, Llc

View
Founding Partner, Wealth Advisor and Investment Strategist
Kirkland, WA, US
Website:
mainstreetwa.com
Employees:
3
Daniel P. Hoffman, Crpc® Work Experience Details
  • Main Street Wealth Advisors, Llc
    Founding Partner, Wealth Advisor And Investment Strategist
    Main Street Wealth Advisors, Llc
    Kirkland, Wa, Us
    View
  • Main Street Wealth Advisors, Llc
    Founding Partner, Wealth Advisor & Investment Strategist
    Main Street Wealth Advisors, Llc Jul 2010 - Present
    While my primary focus is tactically and actively managing client portfolios, the cornerstone of my practice is the Envision® process for retirement planning. Investing without a plan is like a ship without a rudder. My desire is for all of my clients to go through the process of developing, implementing and regularly reviewing their retirement plan.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the 'Contact Info' section above. Main Street Wealth Advisors, LLC and LPL Financial are separate entities.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
    View
  • Morgan Stanley Smith Barney
    Financial Advisor - Financial Planning Specialist - Investment Management Consultant
    Morgan Stanley Smith Barney Jun 2004 - Jul 2010
    New York, Ny, Us
    View
  • Edward Jones
    Financial Advisor
    Edward Jones Aug 2002 - Jun 2004
    St. Louis, Mo, Us
    View
  • Weyerhaeuser
    Inside/Outside Sales & Product Management
    Weyerhaeuser Apr 1997 - Aug 2002
    Seattle, Wa, Us
    View
  • Builders Lumber & Millwork
    Inside Sales
    Builders Lumber & Millwork Jun 1993 - Apr 1997
  • Kowalsky Financial Services (Now Key Planning)
    Associate
    Kowalsky Financial Services (Now Key Planning) Jun 1990 - Jun 1992

Daniel P. Hoffman, Crpc® Skills

Fixed Annuities Investments Retirement Planning Financial Advisory Wealth Wealth Management Asset Allocation 401k Coaching Asset Management Portfolio Management Risk Management Retirement Investment Advisory Mutual Funds Pensions Investment Strategies Financial Markets Non Profits Non Profit Administration Long Term Care Annuities Compliance Youth Programs Etfs Lacrosse Tactical Asset Allocation Tactical Management

Frequently Asked Questions about Daniel P. Hoffman, Crpc®

What company does Daniel P. Hoffman, Crpc® work for?

Daniel P. Hoffman, Crpc® works for Main Street Wealth Advisors, Llc

What is Daniel P. Hoffman, Crpc®'s role at the current company?

Daniel P. Hoffman, Crpc®'s current role is Founding Partner, Wealth Advisor and Investment Strategist.

What is Daniel P. Hoffman, Crpc®'s email address?

Daniel P. Hoffman, Crpc®'s email address is da****@****nes.com

What is Daniel P. Hoffman, Crpc®'s direct phone number?

Daniel P. Hoffman, Crpc®'s direct phone number is +125322*****

What are some of Daniel P. Hoffman, Crpc®'s interests?

Daniel P. Hoffman, Crpc® has interest in Children, Health.

What skills is Daniel P. Hoffman, Crpc® known for?

Daniel P. Hoffman, Crpc® has skills like Fixed Annuities, Investments, Retirement Planning, Financial Advisory, Wealth, Wealth Management, Asset Allocation, 401k, Coaching, Asset Management, Portfolio Management, Risk Management.

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