Lora Hoff Email & Phone Number
Wealth Management Advisor @ Wealth Partners Alliance
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Lora Hoff Location
- Plano, TX, US
Lora Hoff Work
- Wealth Management Advisor @ (August 2024 - Present)
- CFP and Wealth Manager @ (July 2006 - August 2024)
- Financial Planner @ Stevens Financial Group (July 2004 - June 2006)
- Financial Planner @ (July 1999 - July 2004)
- Trust Administrator @ Bank One (January 1997 - January 1999)
- Account Administrator @ (January 1995 - January 1997)
Lora Hoff Education
- University of North Texas
CFP Program
1998-1999 - The University of Texas at Dallas
Bachelor of Arts (BA)
Lora Hoff Skills
- 401k
- Alternative Investments
- Asset Allocation
- Asset Management
- Asset Protection
- Cash Flow
- Certified Financial Planner
- Charitable Giving
- Communication
- Employee Benefits
- Estate Planning
- Family Wealth Management
- Finance
- Financial Advisory
- Financial Planners
- Financial Planning
- Financial Services
- Fixed Annuities
- HNW
- IRAs
- Insurance
- Insurance Planning
- Investment Advisory
- Investment Strategies
- Investments
- Mutual Funds
- Portfolio Management
- Private Wealth Management
- Retirement
- Retirement Planning
- Risk Management
- Securities
- Series 63
- Series 7
- Small Business
- Strategic Financial Planning
- Tax
- Teamwork
- Trusts
- Wealth
- Wealth Accumulation
- Wealth Management
- Wealth Preservation
- Wealth Transfer
Lora Hoff Summary
- Lora Hoff, based in Plano, TX, US, is currently a Wealth Management Advisor at Wealth Partners Alliance. Lora Hoff brings experience from previous roles at IPI ASSET MANAGEMENT LLP, Stevens Financial Group, Lincoln Financial Advisors and Bank One. Lora Hoff holds a 1998 - 1999 CFP Program @ University of North Texas. With a robust skill set that includes 401k, Alternative Investments, Asset Allocation, Asset Management, Asset Protection and more. Lora Hoff has 1 emails and 1 mobile phone numbers on RocketReach.
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