Ivan Hoffman
- Role
- Founder, Managing Partner at Fi3 Financial Advisors, Llc
- Location
- Indianapolis, IN, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Ivan Hoffman
I serve as Managing Partner of Fi3 Financial Advisors, LLC, which I founded in 2013. My…
Experience
Founder, Managing Partner
Jan 2013 — Present
Multi-family office providing generational wealth planning and investment counsel for successful individuals and their families.
Skills
- Wealth Management
- Financial Modeling
- Portfolio Management
- Retirement Planning
- Capital Preservation
- Hedge Funds
- Investment Advisory
- Private Equity
- Investments
- Estate Planning
- Wealth Accumulation
- Strategic Financial Planning
- Family Office
- Venture Capital
- Capital Allocation
- Alternative Investments
- Personal Tax Planning
- Asset Allocation
- Multi-Generational Planning
- Private Banking
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