“Cory is known for going the extra mile for retirement plan clients in helping them offer the best plan possible, and providing participant education that really helps employees,” said Robert C. Turner, CLU, Hoffer’s managing partner at John Hancock Financial Network and president and CEO of Capitol Financial Solutions “We’re really pleased his good work is getting recognition in the industry.”
Hoffer was also recently nominated by JHFN for the American Society of Pension Professionals and Actuaries (ASPPA)’s 401(k) Advisor Leadership Award which recognizes leadership, innovation and influence by a leading financial advisor in the 401(k) marketplace.
With more than a dozen years of experience in the financial services industry, Hoffer is founder and president of Hermitage Wealth Management, Inc. Hoffer was recognized this year as a finalist in JHFN’s inaugural Practice of the Year award competition. Hoffer received his Bachelors of Business Administration (BBA) from James Madison University.
“In the past year, JHFN has developed a program to help our advisors who focus on the retirement plan market take their practice to the next level,” said Bruce Harrington, vice president, Sales and Business Development, JHFN “Cory and several of our advisors across the country have been participating in this program, and I believe it’s having a great impact,” said Harrington.
Hoffer actively supports numerous charitable organizations. He currently serves on the Board of the Richmond Association of financial Advisors and the President’s Council of Richmond Sports Backers. He remains actively involved with Junior Achievement and teaches economics to area students at Colonial Trail Elementary School.
About Hermitage Wealth Management, Inc.
Hermitage Wealth Management is a comprehensive financial planning and wealth management firm providing timeless solutions that are consistently and sincerely focused on clients’ goals and objectives. Led by J. Cory Hoffer, a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Hermitage Wealth Management (www.hermitagewealth.com)
About John Hancock Financial Network
John Hancock Financial Network is a national network of independent firms with nearly 1,900 financial professionals across the U.S. A leader with the stability and scale to offer an innovative business model, John Hancock Financial Network gives entrepreneurial financial professionals the power to effectively build unique businesses, based on their own vision and market opportunity. For more information on John Hancock Financial Network and its national network of independent firms, visit www.johnhancockfinancialnetwork.com.
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