James G. Hoffman
Wealth Planner at Zions Bancorporation
- Role
- Wealth Planner at Zions Bancorporation
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Wealth Planner
Jul 2021 — Present · Houston, TX, US
Education
The University of Tulsa College of Law
JD, Law
1988 — 1991
SMU Cox School of Business
BBA, Accounting
1982 — 1985
Mays Business School - Texas A&M University
MBA, Business Administration
1994 — 1996
Skills
- Financial Planning
- Wealth Advisor
- Financial Planners
- Wealth Management
- 401k
- Investment Management
- Certified Financial Planner
- Asset Allocation
- Mutual Funds
- Managerial Finance
- Retirement Planning
- Financial Advisory
- Securities
- Estate Planning
- Tax
- Comprehensive Wealth Management
- Wealth Management Services
- Succession Planning
- Financial Management
- Investment Strategies
- Alternative Investments
- Employee Benefits
- Trust Planning
- Finance
- High Net Worth Individuals
- Portfolio Management
- Retirement
- Strategic Financial Planning
- Insurance
- Investments
- Personal Financial Planner
- Investment Advisory
- Income Tax
- Income Tax Planning
- Estate Tax Planning
- Cash Flow
- Wealth
- Asset Management
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