financial advisor profile background image
portrait of Kim B Hoffman
FINANCIAL ADVISOR

Kim B Hoffman

CFP®, ChFC®, CPWA®, CEPA®, AAMS™
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Intergenerational Planning

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • CPWA®

    Certified Private Wealth Advisor®
  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Personal Interests

  • Pilates
  • Spending Time with Family
  • Home Décor
  • Traveling
  • Fine Dining

Team Members

  • team member image
    Hunter Hoffman
    Associate Financial Advisor
  • team member image
    Leigh Jackson
    Registered Branch Associate
  • team member image
    Lindsey Gardner
    Sr. Branch Office Administrator
  • team member image
    Gabrielle Renault
    Sr. Branch Office Administrator
  • team member image
    Haley Chambers
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 04:00PM
Sat Closed
Sun Closed

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