At TVAMP, we believe great financial planning isn’t just about spreadsheets and projections, it’s about understanding people. That’s why we’re excited to share that Andrew Hoffman, Service Advisor at TVAMP, has earned the Behavioral Financial Advisor™ (BFA™) designation!
The Behavioral Financial Advisor™ (BFA™) designation is awarded by think2perform, an organization focused on applying behavioral science to help financial professionals guide clients through important decisions. This program gives advisors a better understanding of how emotions, habits, and behavioral biases can influence the financial decisions people make.
Andrew says, “Financial decisions are rarely just about numbers. This training strengthened my ability to help clients make decisions that stay aligned with what matters most to them, regardless of market conditions or life circumstances.”
Scott Fisher, Founding Partner, Wealth Advisor, and fellow BFA™, echoed Andrew’s point, “Important financial decisions often arise because of big life moments—retirement, selling a business, market volatility, or family transitions. Behavioral finance training helps us guide clients through these phases with greater clarity and perspective.”
Andrew’s continued pursuit of education strengthens the way we serve our clients and reflects our firm’s commitment to always getting better!
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Past performance is not indicative of future results. The material above has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed, and TVAMP makes no representation or warranty as to the accuracy or completeness of the information, which should not be used as the basis of any investment decision. Information contained on third party websites that TVAMP may link to is not reviewed in their entirety for accuracy and TVAMP assumes no liability for the information contained on these websites. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of writing and are subject to change without notice. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission from TVAMP. For more information about TVAMP, including our Form ADV brochures, please visit https://adviserinfo.sec.gov or contact us at (865) 226-9982.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.