Bret Hoffman's Location
Surprise, AZ, US
Bret Hoffman's Work
- Founder and Financial Advisor @ Green Peaks Planning
- Financial Advisor @ Edward Jones
- Sr. Financial Consultant @ TD Ameritrade
Bret Hoffman's Education
- Spirit Life Bible College
Ministry Training (Christian Studies)
2001 - 2003
Bret Hoffman's Skills
- Wealth Management
- High Net Worth Individuals
- Retirement Planning
- Portfolio Management
- Financial Planning
- Investment Advisory
- Asset Allocation
- Mutual Funds
- Series 7
- Series 66
Bret Hoffman's Summary
Bret Hoffman, based in Surprise, AZ, US, is currently a Founder and Financial Advisor at Green Peaks Planning, bringing experience from previous roles at Edward Jones and TD Ameritrade. Bret Hoffman holds a 2001 - 2003 Ministry Training in Christian Studies @ Spirit Life Bible College. With a robust skill set that includes Wealth Management, High Net Worth Individuals, Retirement Planning, Portfolio Management, Financial Planning and more, Bret Hoffman contributes valuable insights to the industry. Bret Hoffman has 1 mobile phone number on RocketReach.
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