Paul Hoffman, CFP®
CEO & Corporate Strategist
As Corporate Strategist Provisions Wealth Planners, Paul thrives on being able to work with advisors. Having built a financial planning business over nearly 40 years, he loves sharing his experience and advice with advisors to help them develop the short- and long-term goals best suited for their practices and lives. His most passionate topics are self-discovery, strategic coaching, and continuity planning and execution.
Paul is a family man and professional business leader. He and his wife Kathy are the proud parents of three adult sons, all of whom work for the firm. As a native of Appleton, WI his family are active members in the community.
He has a competitive drive that not only contributes to his career success, but it also contributes to his active lifestyle. Paul enjoys many outdoor activities including downhill skiing, biking, and running. He has completed marathons and an Ironman triathlon and continue to train diligently in these areas. Paul also earned his black belt in karate.
Since 1984, Paul has served the financial industry as a CFP® Professional, an independent advisor, and the Corporate Strategist and CEO of Provisions Wealth Planners and Advisors’ Pride, both Registered Investment Advisors.
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