Matthew F. Hofacre

PAY IT FORWARD FINANCIAL PLANNING

WORTHINGTON, OH

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CRD#: 6828752

Professional summary

Matthew Frederic Hofacre, CFP® is a registered financial advisor currently at PAY IT FORWARD FINANCIAL PLANNING, LLC located in Worthington, Ohio.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Matthew has worked at 4 firms and has passed the SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Frederic Hofacre's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

May 14, 2025 - Present

PAY IT FORWARD FINANCIAL PLANNING, LLC

RIA

CRD#: 335642

WORTHINGTON, OH

Past

September 28, 2021 - April 17, 2025

GIANOLA FINANCIAL PLANNING, LLC

RIA

CRD#: 121365

WORTHINGTON, OH

Past

December 13, 2018 - September 16, 2020

NYLIFE SECURITIES LLC

CRD#: 5167

COLUMBUS, OH

Past

August 10, 2017 - November 13, 2018

EQUITABLE ADVISORS, LLC

CRD#: 6627

COLUMBUS, OH

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(5/14/2025)

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Exams

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/10/2017

General Securities Representative Examination

Current Firm

PAY IT FORWARD FINANCIAL PLANNING, LLC

CRD#: 335642 / SEC#:

Ohio

Registered Investment Advisory firm - (5/14/2025 Approved)

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Contact information

Main Address

Worthington, OH

Mailing Address

Phone number

(614) 827-5878

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Matthew F. Hofacre

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Frederic Hofacre's CRS (Customer Relationship Summary).

Certified licenses

Experience

PAY IT FORWARD FINANCIAL PLANNING, LLC

GIANOLA FINANCIAL PLANNING, LLC

NYLIFE SECURITIES LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

SIE

Date: 10/1/2018

Series 7

Date: 8/10/2017

Current Firm

PAY IT FORWARD FINANCIAL PLANNING, LLC

Contact information

Documents

Red Flags

Company Information

PAY IT FORWARD FINANCIAL PLANNING, LLC

TRUST BUT VERIFY

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