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Certifications

What’s a CFP®?

Think of a CERTIFIED FINANCIAL PLANNER™ (CFP®) as a trusted guide for your financial journey. These professionals go through extensive training and rigorous exams to help people make wise, confident decisions about their money.

But they don’t just look at your investments—they look at the big picture. That includes:
  • Planning for retirement
  • Managing taxes wisely
  • Creating estate strategies
  • Funding education
  • Giving to causes you care about
  • Protecting what you’ve built

At Hofman Wealth Management Group, our CFP® professionals, Jimmy and Bobby, lead with planning. That means we start by understanding your goals, values, and what matters most to you—and then build a strategy to support that vision.

CFP® isn’t just a title—it reflects a commitment to rigorous education and ethical standards. It means your advisor is committed to putting your interests first and helping you feel confident about your financial future.



What’s a CPWA®?


A Certified Private Wealth Advisor® (CPWA®) is a financial advisor with specialized training to help families with significant wealth make smart, strategic decisions.

They’re experts in the kinds of planning that matter most when your financial life gets more complex—things like:
  • Minimizing taxes
  • Planning for wealth transfer
  • Navigating executive compensation
  • Selling a business
  • Structuring charitable giving
  • Preserving your legacy
At Hofman Wealth Management Group, Jimmy and Bobby, our CPWA® professionals, help simplify the complicated stuff. Whether you're preparing to sell a company or planning for future generations, we’re here to offer thoughtful, tailored advice that reflects your values.

CPWA® isn’t just a credential—it’s deep expertise for high net worth families. It means your advisor is equipped to help you make the most of what you’ve built—and preserve it for the people and causes you care about.



What’s a CIMA®?

A Certified Investment Management Analyst® (CIMA®) is a financial professional with advanced training in building smart, strategic investment portfolios.

CIMA® professionals go beyond picking stocks—they’re trained to help you:
  • Design a portfolio that fits your goals
  • Manage risk thoughtfully
  • Evaluate investment managers
  • Invest with tax efficiency

At Hofman Wealth Management Group, Bobby is our CIMA® professional. He combines technical know-how with a planning-first mindset. That means your investments are built with care, discipline, and a clear purpose—not guesswork.

CIMA® isn’t just a designation—it’s a commitment to doing things right. It reflects our dedication to helping you grow and preserve your wealth in a way that aligns with your life and legacy.

 

 

 

 

 

Wells Fargo Advisors does not provide legal or tax advice.
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