John Hoover
Fiduciary Wealth Advisor (10+ Yrs) | CFP® | DFW Local | Retirement Planning, Tax Strategy, Cash Flow Optimization, Investment Guidance
- Role
- Wealth Advisor at Maia Wealth
- Location
- Dallas, TX, US
- LinkedIn followers
- 500 followers
About John Hoover
I’m a CFP® and fiduciary wealth advisor with over a decade of experience helping…
Experience
Wealth Advisor
Apr 2024 — Present · Dallas, TX, US
Certified Financial Planner™ serving high-net-worth clients• Assist clients with Financial Planning topics ranging from Social Security and Medicare to Roth Conversions and Distribution Strategies• Create constant communication by providing regular portfolio and market updates• Educate clients on capital markets, economic concepts, long-term investment planning
Education
St Louis University Madrid
Economics
2011 — 2011
Creighton University
Bachelor of Arts (B.A.), Economics
2009 — 2013
Southern Methodist University
Financial Planning Certificate Program
2018 — 2019
Skills
- Management
- Financial Modeling
- Economics
- Customer Service
- Data Analysis
- Public Speaking
- Microsoft Word
- Powerpoint
- Microsoft Excel
- Microsoft Powerpoint
- Corporate Finance
- Valuation
- Accounting
- Investments
- Microsoft Office
- Teamwork
- Financial Analysis
- Finance
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