James Hoffman

James (Jim) Hoffman is a seasoned industry veteran with 29 years of experience in financial services. As a wealth manager, investment advisor, and insurance professional, he services his client’s wide-ranging financial needs on all fronts. He has been an independent advisor for decades, giving him the freedom to build a robust and client-centric practice. Before starting his career, Jim earned a bachelor’s degree in physics at West Virginia Wesleyan College.

Jim focuses on his clients and their portfolios 24/7. He works hard for his clients, researching different product solutions and custom-tailored investment strategies on their behalf. What Jim enjoys most about being a financial advisor is helping his clients meet their financial objectives and reach their goals.

Securities and advisory services are offered through Cetera Advisors LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser.