chris S. hoffman, CFP®
Chris Hoffman joined Provisions Wealth Planners in May of 2017, who has been working side-by-side our President, Marty Curtis, as she pursues her exit into retirement. Chris’ primary focus during this time of transition, is on making the most seamless and productive transition for Marty’s longtime clients. As a CERTIFIED FINANCIAL PLANNER, CFP®, he is more than qualified and excited to be able to assist Marty and her clients during this time. He is currently studying for the AIF® Accredited Investment Fiduciary™ certification to further his education and expertise.
Chris’ futuristic vision and unique 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 unique 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
- Insurance - Life and Health Insurance Intermediary
- Property & Casualty Insurance