Max Hoffman Email & Phone Number
Certified Financial Planner Certification Education Program @ Northwestern University School of Professional Studies
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Max Hoffman Location
- Raleigh, NC, US
Max Hoffman Work
- Certified Financial Planner Certification Education Program @ (January 2022 - Present)
- Financial Planning Associate @ (March 2023 - November 2025)
- Workplace Planning Consultant I @ (April 2021 - December 2021)
- Financial Advisor @ (June 2020 - November 2020)
- College Financial Representative @ (September 2019 - December 2019)
- Vice President Finance @ (November 2018 - November 2019)
Max Hoffman Education
- Elon University - Martha and Spencer Love School of Business
Bachelor's degree (Finance, General)
2016-2020 - Shady Side Academy
High School Diploma
2012-2016
Max Hoffman Summary
- Max Hoffman, based in Raleigh, NC, US, is currently a Certified Financial Planner Certification Education Program at Northwestern University School of Professional Studies. Max Hoffman brings experience from previous roles at The Potter Financial Group Inc., Fidelity Investments, Equitable Advisors and Northwestern Mutual. Max Hoffman holds a 2016 - 2020 Bachelor's degree in Finance, General @ Elon University - Martha and Spencer Love School of Business. Max Hoffman has 1 emails and 1 mobile phone numbers on RocketReach.
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