Haley Hofeld, Cfp®
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Haley Hofeld, Cfp® Email & Phone Number

Financial Planner | Focusing on Building Generational Wealth and implementing Complex Estate Planning needs at Edelman Financial Engines
Location: Portland, Oregon, United States 7 work roles 4 schools
1 work email found @edwardjones.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email h****@edwardjones.com
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Current company
Edelman Financial Engines
Role
Financial Planner | Focusing on Building Generational Wealth and implementing Complex Estate Planning needs
Location
Portland, Oregon, United States
Company size
1029 employees

Who is Haley Hofeld, Cfp®? Overview

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Quick answer

Haley Hofeld, Cfp® is listed as Financial Planner | Focusing on Building Generational Wealth and implementing Complex Estate Planning needs at Edelman Financial Engines, a company with 1029 employees, based in Portland, Oregon, United States. AeroLeads shows a work email signal at edwardjones.com and a matched LinkedIn profile for Haley Hofeld, Cfp®.

Haley Hofeld, Cfp® previously worked as Director of Financial Planning at Edelman Financial Engines and Financial Advisor at Edward Jones. Haley Hofeld, Cfp® holds Certified Financial Planner™ Certification from University Of California, Berkeley.

Company email context

Email format at Edelman Financial Engines

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*@edwardjones.com
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AeroLeads found 1 current-domain work email signal for Haley Hofeld, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Haley Hofeld, Cfp®

I am a financial advisor who serves the serious long-term investor. + I can help determine the most appropriate financial strategy for you and your family + I enjoy helping families build plans for their retirement, education and emergency savings + anticipating life insurance and long term care needs + Working closely with you and your CPA, attorney and other professionalsMy focus areas are Business retirement plans, financial analysis, and portfolio strategies. Outside of the office you will find me painting, fishing, or working on my latest craft project. If you have goals, but aren't sure if you are on track to meet them, I am the person to help.Call me for a no obligation strategy review 503-421-9851

Listed skills include Estate Considerations, Wealth Preservation Strategies, Annuities, Iras, and 8 others.

Current workplace

Haley Hofeld, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Edelman Financial Engines
Edelman Financial Engines
Financial Planner | Focusing on Building Generational Wealth and implementing Complex Estate Planning needs
sunnyvale, california, united states
Website
edelmanfinancialengines.com
Employees
1029
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Company profile
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7 roles

Haley Hofeld, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Advisor Trainee

Edward Jones
Jan 2018 - Jun 2018

Personal Banker

Chase

Assist customer in opening accounts, applying for credit cards and loans. While also helping with any issues or maintenance with their banking needs. Assisting in financial strategies and asset allocation.

Jan 2015 - Jan 2018

Sales Associate

Walmart
Jul 2012 - Aug 2014

Internet Researcher

Mrinetwork
Dec 2013 - May 2014
Team & coworkers

Colleagues at Edelman Financial Engines

Other employees you can reach at edelmanfinancialengines.com. View company contacts for 1029 employees →

DP David Pfister David Pfister Colleague at Edelman Financial Engines Palo Alto, California, United States, United States View → LW Lisa Wall (Scola) Lisa Wall (Scola) Colleague at Edelman Financial Engines Gloucester, Massachusetts, United States, United States View → NM Ninos Mirza Ninos Mirza Colleague at Edelman Financial Engines Phoenix, Arizona, United States, United States View → NS Nidhi Seth Nidhi Seth Colleague at Edelman Financial Engines Sunnyvale, California, United States, United States View → DB David Balestriere, Cfp© David Balestriere, Cfp© Colleague at Edelman Financial Engines Boca Raton, Florida, United States, United States View → RR Ravindra Reddy Chennapareddy Ravindra Reddy Chennapareddy Colleague at Edelman Financial Engines Irving, Texas, United States, United States View → JJ Jitendra Jagtap Jitendra Jagtap Colleague at Edelman Financial Engines Pune/Pimpri-Chinchwad Area, India View → IS Iris Sugarman Iris Sugarman Colleague at Edelman Financial Engines Glendale, Arizona, United States, United States View → BT Becky Tremble Becky Tremble Colleague at Edelman Financial Engines Granbury, Texas, United States, United States View → SB Stacy Bogard Stacy Bogard Colleague at Edelman Financial Engines Akron, Ohio, United States, United States View →
4 education records

Haley Hofeld, Cfp® education

Bachelor Of Arts (Ba), History

University Of Oregon

Activities and Societies: Gamma Phi Beta Sorority

Bachelor Of Arts (Ba), Theatre/Theater

University Of Oregon

Education record

Gresham High School

Activities and Societies: Drama; National honor society; International Baccalaureate

FAQ

Frequently asked questions about Haley Hofeld, Cfp®

Quick answers generated from the profile data available on this page.

What company does Haley Hofeld, Cfp® work for?

Haley Hofeld, Cfp® works for Edelman Financial Engines.

What is Haley Hofeld, Cfp®'s role at Edelman Financial Engines?

Haley Hofeld, Cfp® is listed as Financial Planner | Focusing on Building Generational Wealth and implementing Complex Estate Planning needs at Edelman Financial Engines.

What is Haley Hofeld, Cfp®'s email address?

AeroLeads has found 1 work email signal at @edwardjones.com for Haley Hofeld, Cfp® at Edelman Financial Engines.

Where is Haley Hofeld, Cfp® based?

Haley Hofeld, Cfp® is based in Portland, Oregon, United States while working with Edelman Financial Engines.

What companies has Haley Hofeld, Cfp® worked for?

Haley Hofeld, Cfp® has worked for Edelman Financial Engines, Edward Jones, Kiwanis International, Chase, and Walmart.

Who are Haley Hofeld, Cfp®'s colleagues at Edelman Financial Engines?

Haley Hofeld, Cfp®'s colleagues at Edelman Financial Engines include David Pfister, Lisa Wall (Scola), Ninos Mirza, Nidhi Seth, and David Balestriere, Cfp©.

How can I contact Haley Hofeld, Cfp®?

You can use AeroLeads to view verified contact signals for Haley Hofeld, Cfp® at Edelman Financial Engines, including work email, phone, and LinkedIn data when available.

What schools did Haley Hofeld, Cfp® attend?

Haley Hofeld, Cfp® holds Certified Financial Planner™ Certification from University Of California, Berkeley.

What skills is Haley Hofeld, Cfp® known for?

Haley Hofeld, Cfp® is listed with skills including Estate Considerations, Wealth Preservation Strategies, Annuities, Iras, Portfolio And Retirement Plan Reviews, Social Networking, Asset Allocation, and Fixed Income Investments.

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