Haley

Hofeld

CFP®

picture of a planner

Here to act in your best interests

About me

I am passionate about helping people by empowering them with the skills and education needed to help them achieve their financial goals. I fell in love with financial planning (estate planning and wealth transfer in particular) while pursuing my financial designations. Outside of work you will find me at the dog park with my two dogs Aspen and Boston. They keep me busy and active!

Certifications

CERTIFIED FINANCIAL PLANNER™

Education

Bachelor of Arts, History & Theater Arts - University of Oregon

Visit one of our Locations

Portland I - Portland

10500 SW Greenburg Road

Suite 200

Portland, OR 97223

Seattle I - Lynnwood

20700 44th Ave W.

Suite 240

Lynnwood, WA 98036

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

 

Certain services provided on an educational and guidance basis only.

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