Peter H. Hoffman,  CFP<sup>&reg;</sup> - Financial Advisor

Peter H. Hoffman, CFP®

MBA, RLP®

Orion Wealth Advisors

4 Rangeway
Lexington, MA 02420-1111
FINANCIAL ADVISOR'S WEBSITE
(781) 862-2349

General

Peter Hoffman is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Orion Wealth Advisors in Lexington, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Mutual Funds, Getting Married, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Men's Finances, Nontraditional Households, Women's Finances

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