Joe Hoffman, Cfp ® Email and Phone Number
Joe Hoffman, Cfp ® work email
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Joe Hoffman, Cfp ® personal email
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I am Partner and Financial Advisor with Financial Independence Advisors (‘FIA’) an independent advisory company aligned with Raymond James. Our partnership offers comprehensive financial planning and investment services. I chose affiliation with Raymond James for the integrity of their people, quality of their products and services, and my ability to serve clients well. Prior to joining FIA, I worked as an advisor for TIAA (2016-21) and ran a local financial advisory office for Edward Jones (2013-16). I held positions for in risk management and as a bond trader with BNY Mellon (2007-2013). I began my career in financial services with Vanguard as a retirement plan specialist.
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Partner And Financial AdvisorFinancial Independence Advisors, LlcUnited States
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Partner / Financial AdvisorFinancial Independence Advisors, Llc Oct 2021 - PresentFinancial Advisor, RJFSI am Partner and Financial Advisor with Financial Independence Advisors (‘FIA’) an independent advisory company aligned with Raymond James. (https://fi-advisors.com)Our partnership offers comprehensive financial planning and investment services. I chose affiliation with Raymond James for the integrity of their people, quality of their products and services, and my ability to serve clients well.Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Financial Independence Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.
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Wealth Management AdvisorTiaa Apr 2016 - Oct 2021New York, Ny, Us -
Financial AdvisorEdward Jones Jul 2013 - Apr 2016St. Louis, Mo, Us -
Vice President, Money Markets TraderBny Mellon Aug 2010 - Jun 2013New York, Ny, UsTrader for the Cash Investment Strategies (CIS) group at BNY Mellon. Focused on fixed income investments. -
Vice President, Enterprise RiskBny Mellon Jan 2007 - Jul 2011New York, Ny, UsProject manager for the Company's Basel II Regulatory Capital preparedness effort.
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Retirement Plan SpecialistVanguard Jun 2004 - Jan 2007Valley Forge, Pa, UsRepresented Vanguard's arrray of products and services to several of our largest institutional retirement plan clients.
Joe Hoffman, Cfp ® Skills
Joe Hoffman, Cfp ® Education Details
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New York University - Leonard N. Stern School Of BusinessManagement -
Haverford CollegeApplied Economics
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Bryant UniversityCertified Financial Planning
Frequently Asked Questions about Joe Hoffman, Cfp ®
What company does Joe Hoffman, Cfp ® work for?
Joe Hoffman, Cfp ® works for Financial Independence Advisors, Llc
What is Joe Hoffman, Cfp ®'s role at the current company?
Joe Hoffman, Cfp ®'s current role is Partner and Financial Advisor.
What is Joe Hoffman, Cfp ®'s email address?
Joe Hoffman, Cfp ®'s email address is jo****@****ail.com
What schools did Joe Hoffman, Cfp ® attend?
Joe Hoffman, Cfp ® attended New York University - Leonard N. Stern School Of Business, Haverford College, Bryant University.
What skills is Joe Hoffman, Cfp ® known for?
Joe Hoffman, Cfp ® has skills like Portfolio Strategies, Financial Analysis, Bloomberg Terminal, Excel, Performance Analysis, Microsoft Excel, Investments, Securities, Trading.
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