Erik Hofstrom

Role: Certified Financial Plannertm at Livswell
Location: Charleston, SC, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Erik Hofstrom

Erik Hofstrom, CERTIFIED FINANCIAL PLANNER™, believes that investment management and…

Experience

Certified Financial Plannertm
Livswell
Jan 2015 — Present

Skills

Strategic Planning
Financial Analysis
Retirement Planning
Investment Management
Strategic Financial Planning
Customer Service
Estate Planning
Finance
Investment Advisory
Financial Planning
Retirement
Employee Benefits
Insurance
Asset Allocation
Public Speaking
Investments
Financial Advisory
Financial Services
Management
Wealth Management

Contact information

Verified work emails, personal emails, and direct dials — unlocked in one click.

Work email
•••••@livswell.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Livswell

Financial Services · 2 employees · Founded 2005 · Charleston, South Carolina, United States

Livswell is a full-service financial planning firm dedicated to helping clients over the age of 50 with the nuances and complicated financial decisions they face in the second half of life. Through a refined and personalized financial planning process that puts all the pieces together in a way that supports what truly matters to you, we deliver clarity, confidence, and meaning to your financially independent years. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states:(AL, CA, CO, CT, FL, GA, IL, KY, MA, MD, MI, MT, NC, OH, PA, SC, TN, TX, VA, VT, WA, WI). Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

livswell.com

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About Erik Hofstrom

Experience

Certified Financial Plannertm

Skills

Find verified contacts for anyone on LinkedIn