Kim Hoffman Email & Phone Number
CFP, CHFC, AAMS @ Edward Jones
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Kim Hoffman Location
- Wilson, NC, US
Kim Hoffman Work
- Financial Advisor @ (October 1994 - Present)
- CFP, CHFC, AAMS @ (October 1994 - Present)
- Certified Public Accountant @ (January 1986 - February 1990)
Kim Hoffman Education
- Wake Forest University
BS (Accounting)
1982-1985
Kim Hoffman Skills
- 401k Options
- Estate and Legacy Considerations
- Financial Advisory
- Financial Assessment
- Financial Services
- Financial Strategies
- Investment Advisory
- Investment Strategies
- Investments
- Portfolio Review
- Retirement Planning
- Wealth Preservation Strategies
- Wealth Strategies
Kim Hoffman Summary
- Kim Hoffman, based in Wilson, NC, US, is currently a CFP, CHFC, AAMS at Edward Jones. Kim Hoffman brings experience from previous roles at Edward Jones and PRICE WATER HOUSE COOPERS. Kim Hoffman holds a 1982 - 1985 BS in Accounting @ Wake Forest University. With a robust skill set that includes 401k Options, Estate and Legacy Considerations, Financial Advisory, Financial Assessment, Financial Services and more. Kim Hoffman has 2 emails and 2 mobile phone numbers on RocketReach.
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