Active 4 months, 3 weeks ago
Certified Financial Services
Member Since 2021
Member ofPhysical Therapy
Company BioEstablished in 1986, Certified Financial Services, LLC (CFS), a wealth management firm and member of The Guardian Network® was built on the ideals of Family, Protection, and Community. CFS provides clients with innovative financial solutions to help them reach their financial goals and independence. The firm’s long-term relationships with clients helps to strategize and provide quality services and resources, such as investments, life and disability insurance, retirement services, long term care insurance, and annuities. Certified Financial Services, LLC has succeeded in becoming one of the largest privately held firms in the country with headquarters located in Paramus, NJ and Farmington, CT supported by satellite offices in Parsippany, Montville, and Brielle, NJ, and Manhattan. Visit www.cfsllc.com for more information.
Personal BioErin Hoffman is a Financial Planner at Certified Financial Services, LLC (CFS), a wealth management firm headquartered in Paramus, NJ, providing individuals, families, and businesses with financial protection and wealth accumulation strategies. As a financial professional, Erin is eager to take part in the growth and development of her clients’ financial futures. She advocates for the success of their futures by providing them with financial knowledge, innovative strategies, and a unique perspective of how they can reach their financial goals. She specializes in working with women business owners, and Physical Therapists, as well as other Healthcare Professionals. She understands that as a Healthcare professional, you specialize in the movement of the body. And once she started working with her aunt and best friend, who were PTs navigating their own struggles and successes, she started partnering with countless others who wanted to focus on the movement in their financial world. She has been successful in assisting with sticking points in their finances, leading them to a place of greater range of motion in their financial world. She also hosts monthly educational classes for Healthcare Professionals on various topics- from financial, to legal, to even marketing. Utilizing an innovative financial tool, The Living Balance Sheet®, Erin focuses her clients’ attention on the four domains of their financial lives: Protection, Assets, Liabilities, and Cash Flow. She guides them through a process which allows them to understand their current situations and ways in which they can build and preserve their wealth along with meet any other goals they may have. Whether those goals include preparing for a milestone event such as college, a wedding, or retirement, or if they are simply just seeking out a better way to protect the future of a family or business, Erin strives to provide each one of her clients a new level of attention, insight, and capabilities.