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

Seattle I - Lynnwood

20700 44th Ave W.

Suite 240

Lynnwood, WA 98036

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

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