Paul Hoshko CFP ChFC CASL CRPS CRPC CMFC AAMS CLU

Paul Hoshko CFP ChFC CASL CRPS CRPC CMFC AAMS CLU

Wealth Management Advisor, TIAA

New York City, United States

This is a preview of Paul Hoshko CFP ChFC CASL CRPS CRPC CMFC AAMS CLU's profile

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His background

  • Today
    2016
    2013

    Wealth Management Advisor

    TIAA

  • Today
    2013
    2011

    Wealth Management Advisor

    +10,000 employees


  • Today
    2011
    2006

    Wealth Management/Vice President

    Hudson River Capital

  • Today
    2006
    2005

    Wealth Manager

    +10,000 employees

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About him

PROFILE
Entrepreneurial business leader recognized for driving superior revenue generation as a top performer in the financial, management, and consulting arena. Result focused execution specialist defining and implementing strategic plans and managing a portfolio of projects with commitment, discipline, determination, and efficiency. A proven influencer with superb business acumen and extraordinary interpersonal skills, uniquely adept at building and maintaining cross-functional relationships among diverse personalities and interest groups from C-level stakeholders to the customer points of contact.

Designations:
CERTIFIED FINANCIAL PLANNER™ - CFP®,
Chartered Financial Consultant - ChFC®,
Chartered Advisor for Senior Living - CASL™,
Chartered Retirement Plans Specialist - CRPS®,
Chartered Life Underwriter - CLU®,
Chartered Retirement Planning Counselor - CRPC®,
Chartered Mutual Fund Counselor - CMFC®,
Asset Management Specialist - AAMS®,

Ancillary Designations:
Estate Planning Consultant,
Retirement Plan Specialist,
Rule 144 Specialist
Registered Financial Consultant - RFC

Financial Security Licenses:
Finra Series 7, 31, 63, 65, & 66

Insurance Licenses:
Life, Accident, Health, & Variable Insurance Licenses