Skylar Hoffmaster
Registered Staff at Berks Financial
Based in Reading, United States
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Seniority
Staff
Department
Other
Location
Reading
Industry
Media Production
Company size
3
Contact information
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s•••••••@berksfinancial.com
Phone
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Background
About Skylar Hoffmaster
CERTIFIED FINANCIAL PLANNER® Professional | Working Alongside Advisors to Help Clients Achieve Long-Term Financial Success Since 2015, I have been part of Berks Financial, a small client-focused financial planning practice led by Rick Speicher, CFP®. I joined the firm after a career change, initially focusing on learning the business while obtaining my securities registrations (Series 6, 63, 65, and 7). In 2024, I achieved my CERTIFIED FINANCIAL PLANNER® certification, further enhancing my ability to assist Rick with comprehensive financial planning services. At Berks Financial, I work closely with Rick, attending client meetings, assisting with financial planning strategies, and managing portfolios. Through hands-on experience in client interactions, needs assessments, investment management, and portfolio monitoring, I have built a solid foundation in supporting the financial planning process. Securities offered through Commonwealth Financial Network®, Member FINRA/SIPC. Berks Financial, 3009 State Hill Road Wyomissing, PA 19610,(610) 678-0100. The Representative associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use:
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