Erin Hoffman is a Financial Advisor 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 advisor, Erin is eager to take part in the growth and development of her clients’ financial futures. She helps to…
Lincoln is a seasoned financial advisor professional with Wells Fargo Advisors Financial Network with nearly 30 years of experience helping individuals, families, and businesses. He and his team of advisors and staff work to help clients maximize their goals for retirement, wealth transfer, college planning, and insurance needs primarily. Lincoln’s office is in Melville, NY, and…
Robert has been in the Financial Services Industry for over 13 years. He received his BBA in Finance from Hofstra University as well as a JD from Hofstra Law. He started his career at an Equities Broker Dealer, was a Managing Director of Hedge Fund as well as a Partner at another mutual insurance company…
Tatiana has been in the financial services industry for over 15 years. She received her MBA in Finance from Pepperdine University and has built her career across private equity, asset management, REITs, and banking. She specializes in delivering strategic insights that drive business growth and operational efficiency through financial forecasting, business analytics, and cost optimization.…
