chris S. hoffman, CFP®, AIF®
Chris Hoffman joined Provisions Wealth Planners in May of 2017 and has been working side-by-side our President, Marty Curtis, as well as, independently with his clientele. As a CERTIFIED FINANCIAL PLANNER, CFP®, he is more than qualified and excited to be able to assist Marty and his clients during this time. Chris is also an AIF® Accredited Investment Fiduciary™.
Chris’ vision and strategic planning strategies gives our Provisions Wealth Planners team and corporate structure, a fresh and positive outlook on meeting our future goals and corporate expectations. With these planning strategies, he has proved to be an asset in helping our clients with their financial planning needs and retirement goals.
Chris has two office locations, of which he meets with clients on a weekly basis. Chris’ primary office is in our home office location in Downtown Appleton and the other one being in Freedom, WI. He spends all day Tuesday’s and Thursday’s in the Freedom Branch office.
He is a graduate of UW Madison with a degree in Personal Finance. In Madison, Chris was an active member of Circle K International (a part of the Kiwanis system) and FOCUS (a financial planning club). Outside of work, He is a member of the UW Alumni Association and he also enjoys following the Green Bay Packers.
Securities Registrations held with LPL Financial:
- Series 7 - General Securities Representative
Securities Registrations held with Advisors' Pride:
- Series 66 - Uniform Investment Advisor
Other licenses or designations:
- CFP® CERTIFIED FINANCIAL PLANNER™ Certification
- AIF® Accredited Investment Fiduciary™ Certification
- Insurance - Life and Health Insurance Intermediary
- Property & Casualty Insurance