Steve Hofmann
DIRECTOR OF WEALTH PLANNING at
RIDGELINE PRIVATE WEALTH
Years of Experience
17 years
Member Since
2023
Allow Me to Introduce Myself
Clientele
Services Provided
Financial Planning
Tax Planning
Investment Management
Retirement Planning
Specialties and Expertise
Credentials and Designations
Certified Public Accountant
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Certified Financial Planner™
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Pricing Models
Education
Western Michigan University Cooley Law School
Juris Doctor
Obtained in 2012
Northern Illinois University
Bachelor of Science (B.S.), Accountancy
Obtained in 2007
Disclosures and Proof of License
Advisor Disclosure
Investment advisory services offered through Ridgeline Private Wealth, a registered investment adviser. Investment adviser representatives of Ridgeline Private Wealth may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or an exemption from registration is determined. Not all services referenced in this communication are available in every state and through every advisor listed. For additional information, please contact the Chief Compliance Officer at 480-779-0127.
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