Kyle Hofmann

Kyle Hofmann, CFP®, CKA®

Sr. Financial Planner
Charlotte, NC
A Message from Kyle
kyle.hofmann@bluetrust.com
(704) 409.1904

Kyle Hofmann is a senior financial planner for the Private Wealth division of Blue Trust and serves his clients out of the office in Charlotte, North Carolina.

As an experienced financial planner to individuals, families, and businesses, Kyle helps clients coordinate all elements of their financial lives in alignment with their values and goals. With prayerful planning, Kyle and his team free clients to live a life of impact by reducing complexity and following a principled approach to saving, spending, and giving.

Before joining Blue Trust, Kyle worked as a financial consultant at Vanguard for five years.

Kyle graduated cum laude from Wofford College with a BA in English and a minor in business. He is a CERTIFIED FINANCIAL PLANNERTM (CFP®) and a Certified Kingdom Advisor® (CKA®).

Active in his community, Kyle is a member of his local church and leads a church small group with his wife. His interests include working out with his local F3 chapter, playing any sport, and sharing meals with friends.

Kyle and his wife, Ellen, live in Charlotte, North Carolina.

Testimonials

 
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We first called Blue Trust to determine how soon I could retire. Our Blue Trust advisor guided us on a spiritual path at exactly the right time to focus us on God’s will at this stage of our lives and we will be forever thankful.

Jim & Norma W.Lake Elsinore, CA

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I've been involved with financial planners for well over 40 years. There's very few of them that do it like Blue Trust. Very few concentrate on giving as part of the overall plan.

Terry Parker, Cofounder of National Christian FoundationFeatured in Faces of Generosity

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Working with our Blue Trust advisor and their team of experts has been a 'game changer' for us to ensure we are managing our wealth wisely and being generous with the time, talents, and treasure we’ve been given--all from a biblical worldview.

President & CEO of a large privately owned companyDagsboro, DE

Resources

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

“Wisdom for Wealth. For Life.” Episode 40: Seasons of Marriage & Money: Adult Children, Grandkids, and In-Laws

WE WIN!!!

What Trump’s Win Means for the Economy and Markets

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Trust and investment management accounts and services offered by Blue Trust, Inc. are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by any bank or bank affiliate, and are subject to investment risk, including possible loss of the principal amount invested. CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
*The client’s experience may not be representative of the experience of other clients and is also not indicative of future performance or success.
**All financials are as of 6/30/24 and subject to change.
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