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portrait of Dan Hoefer
FINANCIAL ADVISOR

Dan Hoefer

CFP®
7436 Forest Court Suite 101, Irmo, SC 29063opens in a new window
Accepting New Clients
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About Dan

Born and raised in a small farm town in Nebraska, Dan finds his roots in hard work and strong core ethical beliefs. He has lived in South Carolina since 2000, when the Army assigned him to Fort Jackson. He served over 22 years in the military (12 years on active duty in the U. S. Army, and 10 years in the South Carolina National Guard).

Dan holds a dual major master's degree, and is a CERTIFIED FINANCIAL PLANNER™ or CFP® professional who has been with Edward Jones since October 2003. He believes in creating custom portfolios for his customers which...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities
  • Portfolio Reviews
  • Military Professionals & Veterans

Work History

  • Edward JonesOctober 2003 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

Education

  • Webster UniversityMasters
  • Regents CollegeBachelors

Team Members

  • Nichole Bobbett
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Phone

(803) 732-3594

Fax

(888) 219-9448

Office Address

7436 Forest Court Suite 101
Irmo, SC 29063opens in a new window

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