Certified Financial Planner™
Lora Hoff is a business owner who delights in making a positive impact in the lives of others. She has been operating her own wealth management firm for the last 20 years. Prior to this, she worked for several years of in banking & trust which gave her unusual insight to bring the tax and investment strategies utilized by Fortune 500 companies to her individual clients. She has an impressive track record and a great reputation for success. Lora’s specialty is working with business owners who need individual financial planning and the extensive planning necessary to address every need of their business in a coordinated and efficient manner, from business continuation and succession to employee benefit programs. Integrated into each client’s planning are the themes of wealth accumulation, tax efficiency, asset preservation and wealth transfer strategies. She also helps clients limit their tax liability and tax burden across various business entities through careful, customized, asset protection strategies. Lora has been recognized numerous times as one of the Dallas/Fort Worth Five Star Wealth Managers by Texas Monthly Magazine *, as well as in The Wall Street Journal. She is a member of the Financial Planning Association and on the DFW FPA Pro-Bono Committee. Lora is also on the DFW FPA Media team and is an occasional contributor for The Dallas Morning News and it’s financial blog as well as being quoted in numerous national financial publications. Away from work, Lora enjoys spending time with her husband, three sons, and her cat, Templeton at their home in Plano, Texas. She is also a voracious reader and whenever possible she loves traveling to cultural and historical locales.
Certified Financial Planner™ certificant Series 7, 63, 66 securities licenses Group 1 Life, Health and Annuity insurance license
Trust Account Specialist with Nations Banc 1996 to 1997 Trust Administrator with Banc One 1997 to 1999 Financial Planner with Lincoln Financial Advisors 1999 to 2004 Financial Planner with Lincoln Financial Advisors 2004 to 2006 Wealth Manager with IPI Wealth Management 2006 to current
University of North Texas CFP Certificate Program 1998-1999 The University of Texas at Dallas Bachelor of Arts (BA), Interdisciplinary Studies focused on Economics and Business
Community and Professional Affiliations
Financial Planning Association, National and DFW Chapter DFW FPA Pro-Bono Committee DFW FPA/National FPA Media Team