Fieldmark

Fieldmark, LLC is a registered investment advisor providing financial planning and investment advisory services. This means we have fiduciary duty to our clients a legal and ethical obligation to put their interest ahead of our own. Peter Hofmann is the firms Managing Member and a CFA charterholder. He is subject to the Code of Ethics and Standards... of Professional Conduct of the CFA Institute. I began my financial career in the 1980s as an investment analyst. Subsequently, I spent 25 years in banking and insurance, where I held senior roles in investor relations and strategic planning, as well as several years as chief financial officer of a publicly traded insurance company. I received a bachelors degree from Syracuse University and a masters degree with a concentration in international finance from Columbia University. Since 2015, I have been researching personal financial planning and investment topics. The result is the Total Wealth approach to financial planning and the launch of Fieldmark Advisors. While the firm is new, the advice is grounded in years of financial experience informed by the lessons of three major market meltdowns in 1987, 2001, and 2009. Sign up for my blog . We dont share your info and you can unsubscribe at any time. This site is for information purposes only. Opinions expressed herein are solely those of Fieldmark, LLC unless otherwise cited. Material presented is believed to be from reliable sources; however, we make no representations as to accuracy or completeness of such material. We may provide links to websites for the convenience of our users. We have no control over the accuracy or content of these other websites. © 2019 Fieldmark, LLC, a New York registered investment advisor.Read More