James A. Hofmann,  CFP<sup>&reg;</sup> - Financial Advisor

James A. Hofmann, CFP®

MBA, CRPC®,

Financial Advisor

Wells Fargo Advisors

84 E Main St
Mendham, NJ 07945
FINANCIAL ADVISOR'S WEBSITE
(973) 543-8014

General

James Hofmann is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wells Fargo Advisors in Mendham, NJ and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 31, 63, 65

Designations & Certifications

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

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

Wells Fargo Clearing Services, LLC

Broker-Dealer Disclaimer

Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.

Financial Advisor's Specialties

Budget & Debt Management, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Corporate Finance, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Irregular Income, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Stocks & Bonds, Startup, Succession Planning, Starting a Family, Tangible Assets, Long-term Care, Sudden Wealth, Medical & Health Issues, Men's Finances, Nontraditional Households, Special Needs, Women's Finances

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