Lora J. Hoff,  CFP<sup>&reg;</sup> - Financial Advisor

Lora J. Hoff, CFP®

CPWA®

Wealth Manager

IPI Wealth Mgmt, Dallas

10440 N Central Expwy, Ste 1040
Dallas, TX 75231
FINANCIAL ADVISOR'S WEBSITE
(214) 706-0839

General

Lora Hoff is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at IPI Wealth Mgmt, Dallas in Dallas, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: IA, MN, MO, OK, TN, TX
  • Health/disability insurance: IA, MN, MO, OK, TN, TX
  • Fixed annuities: IA, MN, MO, OK, TN, TX
  • Variable annuities: IA, MN, MO, OK, TN, TX

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Banking, Charitable & Planned Giving, Asset Allocation, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Irregular Income, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Medical & Health Issues, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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