Trent Hofmeister, CFP®
Assistant Vice PresidentTrent is an advisor in our Salisbury, MD office, working with the local team to manage client relationships, assist in ongoing financial planning work, and serving as an additional point of contact for clients.
Before joining the team, Trent worked as an intern for Young Insurance & Financial and was a member of the Financial Management Association as a student at Salisbury University.
Now residing in Ocean City, MD, Trent enjoys playing soccer and golf with friends, as well as surfing and snowboarding in his free time.
Previous Experience
- Intern at Young Insurance & Financial
Education & Credentials
- BS, Salisbury University – Perdue School of Business, Finance
- CERTIFIED FINANCIAL PLANNER®
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
