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Daniel H

CFP®, Series 63, Series 66

Tucson, AZ

UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Daniel Hoefferle is a CFP® professional with 16 years of experience in the financial industry, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He also serves as an instructor at Pima Community College, where he teaches about retirement. Additionally, he owns a trust consulting business in Tucson, AZ. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm delivers advisory services through independent representatives, utilizing various custodians and third-party managers, with a large portion of assets managed on a non-discretionary basis.

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management Founder/Business Owner Retired Executive Established Professionals
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