Cole Hofmann

Focus

Cole Hofmann is an Associate Investment Manager at Roffman Miller. He values the opportunity to develop meaningful connections with clients. Each client brings unique goals and perspectives toward investing, and he focuses on fostering collaboration through open dialogue and mutual understanding. He views every investment portfolio as a reflection of a lifetime of choices and experiences, and he appreciates working closely with clients as they navigate financial decisions. One of the most rewarding aspects of his work is supporting clients in aligning their strategies with their objectives. He prides himself in his commitment to the well-being of his colleagues and clients. 

Education, Awards & Credentials

  • Education:
    • Bachelor’s in Finance, University of Iowa
  • Credentials:
    • Series 65 Certification

Outside the Office

From Hainesport, South New Jersey, Cole enjoys outdoor activities like boating, fishing, skiing, and snowboarding. He will occasionally participate in beach volleyball and loves attending boat shows. 

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Cole Hofmann, Associate Investment Manager at Roffman Miller Wealth Management in Philadelphia
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  • team_phone: (215)981-1030
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