Carol A. Hoffman, CFP<sup>&reg;</sup> - Financial Advisor

Carol A. Hoffman, CFP®

MBA,

Managing Director

The Mather Group

11300 Alliance Road, Suite 460
Cincinnati, OH 45242
FINANCIAL ADVISOR'S WEBSITE
(513) 469-8400

General

Carol Hoffman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at The Mather Group in Cincinnati, OH and the surrounding communities.

Financial Advisor Overview

We are a fee-only fiduciary firm. We meet with clients in teams of 1 female and 1 male, to improve communication and adress all clients' needs. We are finance people and planners, not salespeople, so we create individualized plans and portfolios that address your specific goals and issues. We never sell products or take commissions.

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Financial Advisor Experience

10 years as a fiduciary financial advisor; 20 years global financial manager at the Procter & Gamble company

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - MBA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Cross-border Planning, Career Change, Estate Planning, Investment Management, Government & Military, Getting Divorced, Getting Married, Identity Theft, Mutual Funds, Job Loss, Insurance, Real Estate, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources