TJ Hoffman Email & Phone Number
Regional Director @ Beacon Pointe
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TJ Hoffman Location
- Texas, United States
TJ Hoffman Work
- Regional Director @ (January 2022 - Present)
- VP Financial Advisor @ (October 2019 - January 2022)
- Regional Vice President - Private Client Group @ (October 2018 - October 2019)
- Financial Consultant, VP Sr. Account Executive, Internal Wholesaler @ (January 2000 - December 2016)
TJ Hoffman Education
- University of Minnesota
Bachelor's Degree (Business / Aviation)
- University of North Texas
Master of Business Administration (M.B.A.) (Business Administration and Management, General)
TJ Hoffman Skills
- Investments
- Asset Allocation
- Portfolio Management
- Finance
- 401k Rollovers
- Financial Planning
- Retirement Planning
- Trading
- Spread Trading
- Insurance
- Estate Planning
- Stock Market
- Technical Analysis
- Options Strategies
- Analytical Skills
- Client Development
- Statement Analysis
- Client Presentation
- Presentations
- Sales Presentations
- Microsoft Office
- Financial Statement Analysis
- Time Management
- Morningstar
- Interpersonal Skills
- Consultative Selling
- Conflict Resolution
- Organization Skills
- Teamwork
- Relationship Building
- Interpersonal Communication
- Presentation Skills
- Business Development
- Financial Advisory
- Business Relationship Management
- Wealth Management
- Financial Services
- Investment Management
- Cold Calling
- Sales Management
- Sales
- Outside Sales
- Investment Advisory
- Wealth Management Services
- Public Relations
- salesforce
TJ Hoffman Summary
- TJ Hoffman, based in Texas, United States, is currently a Regional Director at Beacon Pointe. TJ Hoffman brings experience from previous roles at Personal Capital, Fisher Investments and Fidelity Investments. TJ Hoffman holds a Bachelor's Degree in Business / Aviation @ University of Minnesota. With a robust skill set that includes Investments, Asset Allocation, Portfolio Management, Finance, 401k Rollovers and more. TJ Hoffman has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Beacon Pointe Employees
Shannon Eusey
CEO and Co-Founder
Newport Beach, CA, US
Mike Breller
Managing Director, Institutional Consulting
Newport Beach, CA, US
Carrie Gallaway
Managing Director, Partner
New York, NY, US
Andrew Reinhardt
Managing Director
Phoenix, AZ, US
Chris Palermo
Managing Director
Phoenix, AZ, US
Karisa Diephouse
Chief Operating Officer
Mission Viejo, CA, US
Laine Ainsworth
Managing Director and Partner
Newport Beach, CA, US
Tom Behr
Managing Director
Indianapolis, IN, US
Chitra Staley
Managing Director
Waltham, MA, US
Jill Steinberg
Managing Director and Partner
Bala Cynwyd, PA, US
Michael Dow
Chief Investment Officer
Newport Beach, CA, US
Brandt Kuhn
Managing Director and Partner
Palm Desert, CA, US
Michele Sarna
Managing Director and Partner
Palm Desert, CA, US
David le
Chief Technology Officer and Wealth Advisor
Newport Beach, CA, US
Heather Fairbanks
Managing Director, Partner
Chicago, IL, US
Jon F.
Chief Financial Officer
Newport Beach, CA, US
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