Jason Hoffman Email & Phone Number

I’m a seasoned financial advisor with over 25 years of experience working with high net worth individuals and their families. My practice focuses on helping my clients navigate the critical financial events that they encounter along their life’s journey. I work to customize a plan for each person’s individual needs and goals. I believe in collaborative relationships, working closely together to define goals and evaluate outcomes. I believe that all good planning begins with the end in mind, whether it’s helping you enjoy the fruits of your labor throughout retirement, transferring your wealth to the next generation, or helping you leave a philanthropic legacy, your future and family is my number one job.This information is intended for use by residents of AK, AL, CO, FL, GA, MA, MD, MI, MO, NC, NH, NJ, NY, PA, SC, TX, and VA only./*********/Investment and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social

Listed skills include Strategic Investment Planning, Asset Allocation, Equities, Mutual Funds, and 10 others.

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  City University Of New York-Brooklyn College

  Business