Duane K Hoffinger
Financial Advisor @Wells Fargo Advisors
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WORK HISTORY
Financial Advisor @Wells Fargo Advisors
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
Portland State University - School of Business
Accounting
ABOUT DUANE K HOFFINGER
Series 7, 66, Life & Health Insurance Licensed CPA, State of Oregon…
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