David Hofstad (AIF®, CFP®, CPA, EA, MA, MS)
David Hofstad focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
- Estate & Generational Planning Issues
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Tax Planning
NAPFA Start Date
August 01, 1991