Peter Hoffman Email & Phone Number
Founder, Financial Planner, Investment Manager @ Orion Wealth Advisors
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Peter Hoffman Location
- Lexington, MA, US
Peter Hoffman Work
- 2010 -now Founder, Financial Planner, Investment Manager @
- 2003 -2007 VP, Client Readiness @
- 1997 -2003 Director, Management Consulting, Retirement Practice Manager @
- 1992 -1997 Senior Management Consultant @ Symmetrix
Peter Hoffman Education
- Kinder Institute of Life Planning
RLP® Registered Life Planner (RLP® Registered Life Planner)
2008-2009 - Boston University Center for Professional Education
Certificate in Financial Planning (Certificate in Financial Planning)
2007-2008 - Boston University - School of Management
MBA with Honors (MBA with Honors)
2000-2001 - Boston University
(BS, Systems and Biomedical Engineering)
Peter Hoffman Skills
- Personal Financial Planning
- Retirement Planning
- Investment Management
- Retirement
- Investments
- Wealth Management
- Asset Allocation
- Mutual Funds
- Investment Advisory
- Risk Management
- Financial Planners
- Asset Managment
- Portfolio Management
- Management
- Entrepreneurship
- Business Analysis
- Public Speaking
Peter Hoffman Summary
- Peter Hoffman, based in Lexington, MA, US, is currently a Founder, Financial Planner, Investment Manager at Orion Wealth Advisors. Peter Hoffman brings experience from previous roles at Fidelity Investments (Human Resource Services), Fidelity Investments and Symmetrix. Peter Hoffman holds a 2008 - 2009 RLP® Registered Life Planner in RLP® Registered Life Planner @ Kinder Institute of Life Planning. With a robust skill set that includes Personal Financial Planning, Retirement Planning, Investment Management, Retirement, Investments and more. Peter Hoffman has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Orion Wealth Advisors Employees
Pam Hoffman
Client Services Manager
Boston, MA, US
Peter Hoffman
Founder, Financial Planner, Investment Manager
Lexington, MA, US
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