Lora Hoff has been working as a Cfp at Investment Planners, Inc. -- Ipi Wealth Management, Inc. since 2006. Additionally, Lora Hoff has professional experience at more than five companies using similar skills. Lora has a total work experience of 11+ years. Lora Hoff studied at the University of North Texas from 1998 to 1999. They have the following certificates: Certified Financial Planner, License 73339, and Cfp Board, License 73339. Today this expert lives in Dallas, Texas region. Find this expert's current email address and number through SoftwareOfficial search.
Name variants:
Lori Hoff,
Lorie Hoff,
Lorri Hoff,
Lorrie Hoff
Last updated Jun 03, 2024
Contact Information
Last Update
Jun 22, 2022
Email
lo**@lorahoff.com
Location
Dallas, TX
Workplace
Colleagues
Work History
Cfp
226 west Eldorado St, Decatur, IL 62522
Securities offered through Investment Planners, Inc., Member FINRA/SIPC. Investment advisory services offered through IPI Wealth Management, Inc. Her specialty is working with business owner...
from Jul 1, 2006
Financial Planner
2005 Market St, Philadelphia, PA 19103
Jul 1999 — Jul 2004
Education
Jan 1, 1998 — Dec 31, 1999
Occupations
Financial Broker
Certified Financial Planner
Executive
Accountant
Finance and Accounting Specialist
Financial Planner
Puchasing and Estimating Manager
Financial Manager
Accounting Bookkeeper
Bookkeeper
Financial Management Analyst
Financial Services Sales Agent
Skills
Wealth
Wealth Management
Wealth Accumulation
Investment Advisory
Retirement Planning
Financial Advisory
Asset Allocation
Financial Planners
Finance
Financial Planning
Employee Benefits
Iras
Series 7
Retirement
Mutual Funds
Small Business
Investment Strategies
Portfolio Management
Fixed Annuities
Asset Protection
Estate Planning
401K
Alternative Investments
Cash Flow
Communication
Teamwork
Series 63
Strategic Financial Planning
Wealth Transfer
Insurance
Insurance Planning
Risk Management
Wealth Preservation
Trusts
Charitable Giving
Investments
Securities
Asset Management
Financial Services
Certified Financial Planner
Tax