Lora Hoff
Wealth Management Advisor @Wealth Partners Alliance
Plano, TX, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2024 — Present
Wealth Management Advisor @Wealth Partners Alliance
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Dallas, TX, US
EDUCATION
1998 — 1999
University of North Texas
CFP Program, CFP Certificant Program
N/A
The University of Texas at Dallas
Bachelor of Arts (BA), Interdisciplinary Studies
SKILLS
Financial AdvisorySeries 7Asset AllocationTeamworkMutual FundsTrustsRisk ManagementInsuranceCommunicationInvestment StrategiesAlternative InvestmentsFinanceEmployee BenefitsPortfolio ManagementWealth TransferInvestmentsSeries 63Small BusinessIrasWealth PreservationRetirementStrategic Financial Planning401kWealth AccumulationWealthAsset ManagementInsurance PlanningSecuritiesCash FlowEstate PlanningFinancial ServicesAsset ProtectionInvestment AdvisoryFixed AnnuitiesFinancial PlannersRetirement PlanningCharitable GivingTaxCertified Financial PlannerFinancial Planning
ABOUT LORA HOFF
I am a CERTIFIED FINANCIAL PLANNER and CERTIFIED PRIVATE WEALTH ADVISOR in the Dallas…
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