Terri Hoffman, CLU, brings over 15 years of experience in the insurance and financial services industry to Capital Wealth Strategies, Inc. Her mission is to help clients understand how to protect their assets and why it’s so critical to have uninterrupted cash flow and savings. She asks the difficult questions. What keeps you up at night? Could you afford to retire today? What happens if you lose your job and your paycheck stops coming? Terri makes protection products easy to understand and uses her in-depth knowledge and expertise to offer customized solutions for her clients.
Prior to joining Capital Wealth Strategies, Terri worked in product development, marketing, distribution, and training for New England Life Insurance Co., MetLife, AIG Financial Network, and Paul Revere Insurance Co. as well as President of T Hoffman Insurance and Real Estate Investment Services. She is a Chartered Life Underwriter (CLU).
Terri’s true passion is working directly with clients to help them find financial freedom and reach their life goals. As she puts it: “When I see someone retire with ease, I feel tremendously gratified.”
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of Guardian.