Duane K Hoffinger
- Role
- Financial Advisor at Wells Fargo Advisors
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Duane K Hoffinger
Series 7, 66, Life & Health Insurance Licensed CPA, State of Oregon…
Experience
Financial Advisor
Jan 2018 — Present
Areas of focus:\\\\n- Follow a disciplined wealth management process with each client to determine an appropriate portfolio of investments within their risk tolerance and time horizon\\\\n- Practice comprehensive investment planning techniques with an eye toward income preservation and financial freedom\\\\n- Incorporate prudent asset allocation strategies and implement tactical investment themes\\\\n- Promote a client-focused approach through an \'open architecture\' platform\\\\n- Strategize and implement Retirement and Social Security income planning\\\\n\\\\n\\\\n
Education
University of Oregon - Charles H. Lundquist College of Business
BS, Marketing and Management
1988 — 1992
Portland State University - School of Business
Accounting
1993 — 1994
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.