Miranda Hoffman, Senior Investment Advisor at Copper Harbor Investment Advisors LLC, is experienced with helping her affluent clients meet their financial goals throughout their lifetimes via various strategies including wealth preservation and legacy planning strategies. She has been in the financial services industry since 2019. Miranda's background and expertise is in financial planning, asset allocation, investment management, and trust and fiduciary services.
Experience
Vice President, Fiduciary Officer & Wealth Planner, Associated Trust Company, N.A.
Wealth Management Trainee, Associated Bank
Student Management Investment Fund Analyst, University of Wisconsin - Eau Claire
Family Wealth Planning, including gifting and estate planning strategies
Financial Planning, including retirement and cash flow analysis
Portfolio Customization to achieve long-term planning goals
Education and Designations
BBA in Finance, University of Wisconsin - Eau Claire
Certified Financial Planner (CFP®)
Certified Trust and Fiduciary Advisor (CTFA™)
- Runner Up -The Fran M. DeMaris Award for Excellence in Trust Services
Community Involvement
Make-A-Wish Wisconsin - Gourmet Wishes Leadership Committee
Junior Achievement of Wisconsin - Volunteer
Phone: (920)441-0304
Email: Miranda Hoffman