John Hoffman Email & Phone Number

John Hoffman principally serves the financial planning and wealth management needs of individuals and families with investable wealth in excess of $1 million. Many of his financial planning clients are also income tax clients.John offers securities and investment advisory services through Cetera Advisor Networks LLC, Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor. John's income tax services are offered through an unaffiliated CPA practice owned exclusively by him.John's clients consist largely of senior executives, professionals, and trusts. Most of his individual clients are approaching retirement, or have already retired.Certifications:-Series 7 and Series 63 Securities Registrations-Licensed with Washington State Bar Association-Licensed with the Washington State Board of Accountancy-Licensed with the Washington State Insurance CommissionSkills:John's experience in working with higher net worth individuals over the last 25 years provides him insights into how to approach the discussion of wealth management and what strategies may lead to success.Contact Information:22525 S.E. 64th Place, Suite 113Issaquah, WA 98027Phone: 425-557-4333