Michael Hoffman, Cfp®

Michael Hoffman, Cfp® Email and Phone Number

Managing Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth @ Truist Wealth
Michael Hoffman, Cfp®'s Location
Bethesda, Maryland, United States, United States
About Michael Hoffman, Cfp®

At Truist Investment Services we’re your trusted advisor. As your Truist Financial Advisor, I am committed to your financial well-being and delivering solutions that best fit your circumstances. Bring your investment and financial planning needs to me, and together we’ll develop a plan designed to meet your goals. I offer my clients more than 24 years of Investment Services experience, and have earned the professional designation of CFP®. I follow a disciplined process of assessing my clients’ financial needs, setting and prioritizing goals, evaluating trade-offs, and implementing financial strategies such as:Financial PlanningInvestment Management Risk Management Retirement PlanningLegacy & Estate StrategiesPlanning for Major PurchasesManaging DebtEducation & College Planning Portfolio ReviewI am a native of Bethesda, MD and a graduate of University of Maryland, College Park with a Bachelor of Arts in Government & Politics.

Michael Hoffman, Cfp®'s Current Company Details
Truist Wealth

Truist Wealth

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Managing Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth
Michael Hoffman, Cfp® Work Experience Details
  • Truist Wealth
    Managing Director, Financial Advisor, Truist Investment Services, Inc.
    Truist Wealth Feb 2021 - Present
    Charlotte, North Carolina, Us
    Due to industry regulations, I am unable to accept recommendations and endorsements. TIS will not accept purchase or sale orders via LinkedIn or its messaging system. Truist Investment Services, Inc., member FINRA/SIPC, is a wholly owned non-bank subsidiary of Truist Financial Corporation. Securities and insurance products or annuities sold, offered or recommended by Truist Investment Services are not a deposit, not FDIC insured, not guaranteed by a bank, not insured by any federal government agency and may lose value. Not all products and services are available in all states and financial advisors for Truist Investment Services may only conduct business in states and jurisdictions where they are properly registered. Therefore, a response for information may be delayed. Investors outside of the United States are subject to additional securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For more information please contact your financial advisor. For additional important disclosures, please visit: https://www.truist.com/wealth/tis-disclosure.
  • Suntrust Investment Services, Inc.
    Senior Vice President - Financial Advisor
    Suntrust Investment Services, Inc. Oct 1994 - Feb 2021
    Us

Michael Hoffman, Cfp® Education Details

  • University Of Maryland
    University Of Maryland
    Bachelor Of Arts (B.A.)

Frequently Asked Questions about Michael Hoffman, Cfp®

What company does Michael Hoffman, Cfp® work for?

Michael Hoffman, Cfp® works for Truist Wealth

What is Michael Hoffman, Cfp®'s role at the current company?

Michael Hoffman, Cfp®'s current role is Managing Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth.

What schools did Michael Hoffman, Cfp® attend?

Michael Hoffman, Cfp® attended University Of Maryland.

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