Financial Planner, Centralized Planning Team @ (February 2021 - July 2025)
Specialist, High Net Worth Rep @ (April 2018 - February 2021)
Associate, Brokerage Services @ (March 2017 - March 2018)
Construction Specialist @ BTB Construction and Consulting LLC (May 2014 - August 2016)
Parts Manager and Equipment Sales @ (May 2012 - August 2012)
Parts Consultant and Equipment Sales @ (May 2011 - August 2011)
Brandon Hoff Education
Colorado Mesa University
Bachelor of Business Administration (B.B.A.) (Finance, General)
The University of Chicago Booth School of Business
Certified Private Wealth Advisor(R) executive education program
Brandon Hoff Skills
Certified Financial Planner
Critical Thinking
Customer Satisfaction
Customer Service
Data Analysis
Facebook
Finance
Financial Analysis
Financial Planning
Inventory Management
Leadership
Microsoft Excel
Microsoft Office
Microsoft Word
Personal Financial Planning
Portfolio Management
PowerPoint
Profit
Public Speaking
Retail
Sales
Tax Planning
Time Management
Brandon Hoff Summary
Brandon Hoff, based in Denver, CO, US, is currently a Sr. Wealth Advisor, Schwab Wealth Advisory at Charles Schwab. Brandon Hoff brings experience from previous roles at Charles Schwab and BTB Construction and Consulting LLC. Brandon Hoff holds a Bachelor of Business Administration (B.B.A.) in Finance, General @ Colorado Mesa University. With a robust skill set that includes Certified Financial Planner, Critical Thinking, Customer Satisfaction, Customer Service, Data Analysis and more. Brandon Hoff has 2 emails on RocketReach.
Looking for a different Brandon Hoff?
Find contact details for 700 million professionals.