Understanding Comes from experience

At Family Wealth Management, the well-being of our Client Families is the cornerstone of our practice.  We appreciate working to understand a family's distinct value system & financial goals. It is our priority to help each client family feel financially secure. We aspire to implement a strategy that moves our clients towards Financial Solace through Financial Planning. 

 

Kurt B. Hoffman, CRPC®

First Vice President - Wealth Management
Financial Advisor
Portfolio Manager
Chartered Retirement Planning Counselor (CRPC®)
Wealth Advisor
858-729-5249

email   Connect with me on LinkedIn



With over 25 years’ experience in the financial services industry, Kurt has been designated by UBS as a Portfolio Manager for our discretionary portfolio management program referred to as PMP. As part of our financial planning focused practice, we utilize a variety of portfolio management programs with a focus on discretionary management of client portfolios. As part of our PMP focused Advisory practice, Kurt directs our team's asset allocation and portfolio management with a unique stop-loss limit order hedging strategy. Our actively managed balanced portfolios are specifically customized for each client and account type related to their risk tolerance, investment objectives and financial planning goals.

As a Chartered Retirement Planning Counselor, Kurt works with our Small Business Owner clients to implement qualified retirement plans that are most appropriate for the life cycle of their business'. In addition, Kurt draws on his professional background in Architecture [B. Arch, CPSLO] and Real Estate Development [MRED, USC] to assist our clients in evaluating and considering their real estate holdings as part of their overall portfolios

 

  


Registered States:
AZ, CA, FL, IL, MA, NE, WA


Lisa Armacost, CFP®

CERTIFIED FINANCIAL PLANNER™
858-729-5248

email   Connect with me on LinkedIn



As a former PhD Research Scientist and credentialed Mediator, Lisa brings a thoughtful and detail-oriented approach to the financial planning process. She draws upon her experience in scientific methodology to incorporate all a client's significant data to create personal, sophisticated and understandable financial plans.

Lisa believes that a thoughtfully and accurately prepared financial plan is a thing of beauty. It is a dynamic blue print of a person’s financial future – a constantly evolving guide to assist a family with their critical financial decisions. As the team's CERTIFIED FINANCIAL PLANNER™, Lisa is passionate about the value of a sound financial plan as a tool to facilitate our clients' financial well-being and bring peace of mind.


Registered States:
CA


Christine J. Owens

Senior Client Service Associate
858-456-5167

email



Christine Owens is the team's Senior Registered Client Service Associate. Christine brings a wealth of knowledge and over 30 years of experience to the Family Wealth Management team. Christine acts as the practice manager focusing on account administration and cash disbursements. She is a master of efficiency & simplifies the clients' UBS experience. Christine has worked at Smith Barney, Piper Jaffray, and now UBS [for over a dozen years]. Christine knows how to solve problems and find efficient solutions for our clients.