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 educate and empower women on how to gain an understanding of basic financial concepts, how to get financially organized, and provide them with the knowledge to make great decisions, so they have the courage and understanding to move forward and reach their goals.
She specializes in working with women business owners, and Physical Therapists, as well as other Healthcare Professionals, in comprehensive planning around how to protect, grow, and exit their business. She is also Mentor for the Fairleigh Dickinson University Women in Business Program.
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.
Learn more about The Living Balance Sheet® and Certified Financial Services, LLC at www.cfsllc.com
- Mentor for FDU Women in Business Program
- Kiwanis Club of Parsippany
- Parsippany Chamber of Commerce Morris Chamber of Commerce
- Make-A-Wish® New Jersey
- NJ Alzheimer’s Association
- Eminae Network
- Series 7
- Life, Accident & Health,
- Long Term Care