Craig Hoffman Email & Phone Number
Private Wealth Advisor, Managing Director @ Financial Services Company
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Craig Hoffman Location
- Houston, TX, US
Craig Hoffman Work
- Private Wealth Advisor, Managing Director @ (May 1987 - Present)
- Board Member and Annual Giving Chair @ (January 2012 - December 2020)
- CFP® Investment Instructor @ (June 2006 - June 2011)
- CFP® Investment Instructor @ (January 2004 - January 2009)
- District Manager @ Olde Discount Stockbrokers (January 1987 - January 1999)
Craig Hoffman Education
- College for Financial Planning
Certified Financial Planner™
2003-2004 - The University of Texas at Austin
Bachelor of Arts (B.A.) (Economics)
1981-1985
Craig Hoffman Skills
- Strategic Planning
- Investments
- Financial Analysis
- Teaching
- Project Management
- Public Speaking
- Adult Education
- Investment
- Nonprofits
- Equities
- Underwriting
- Private Equity
- Financial Markets
Craig Hoffman Summary
- Craig Hoffman, based in Houston, TX, US, is currently a Private Wealth Advisor, Managing Director at Ameriprise Financial Services, LLC. Craig Hoffman brings experience from previous roles at YMCA, Rice University, University of St. Thomas-Houston and Olde Discount Stockbrokers. Craig Hoffman holds a 2003 - 2004 Certified Financial Planner™ @ College for Financial Planning. With a robust skill set that includes Strategic Planning, Investments, Financial Analysis, Teaching, Project Management and more. Craig Hoffman has 2 emails and 2 mobile phone numbers on RocketReach.
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