Chris Hoffman

About Chris Hoffman

Experienced Certified Financial Planner™ with a demonstrated history of working in the financial services industry. Skilled in Nonprofit Organizations, Microsoft Word, Retirement Planning, Teamwork, and Leadership. Strong support professional with a Bachelor of Science (BS) focused in Personal Finance from University of Wisconsin-Madison.

Experience

1. Certified Financial Plannertm

   Knuth Financial Life Planning

   Mar 2022 — Present · Appleton, WI, US

   What do we do?We create unique, handcrafted financial plans for families and individuals. No two plans are ever the same.Whether you are experiencing a life transition, preparing for college education funding, or strategizing retirement options, we are here to create a plan with you.In creating your financial life plan, we will evaluate your opportunities and identify any risks inherent in your current circumstances.Collectively, we leverage what you currently have, make sure it’s working for you, and build your financial life plan together.We will monitor your plan, consulting with you and if necessary make adjustments based on changing circumstances.

Education

• University of Wisconsin-Madison

  Bachelor of Science (BS), Personal Finance

  2010 — 2014

Skills

• Event Planning
• Retirement Planning
• Microsoft Office
• Program Management
• Teamwork
• Microsoft Word
• Team Leadership
• Social Media Marketing
• Powerpoint
• Time Management
• Retirement Savings
• Social Networking
• Nonprofits
• Social Media
• Leadership
• Life Insurance