Rudi Hoffman Rudi Hoffman, Certified Financial Planner™

Rudi Hoffman

Certified Financial Planner™

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As a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Life Underwriter and Chartered Financial Consultant, you have my personal guarantee of complete integrity and your long term satisfaction.


Financial planning* can be as simple as clearly defining your goals and developing a strategy to make them happen. Together we will examine the best ideas the financial services industry has to offer and customize the ideal plan for you.

You will enjoy a sense of clarity and accomplishment as we comfortably help you crystallize and move towards your goals and dreams.

I look forward to knowing you better.

Personal
  • Married to Dawn O'Connell Hoffman, Accountant, since 1984
  • Daytona Resident since 1978
  • Member of Dixie Squares Square Dance Club
  • Member of National Square Dance Campers

Licenses
  • Annuities - Both fixed and variable*
  • Life - Licensed in 37 states, including Arizona, California, Florida, Texas and New York
  • Disability Income
  • Mutual Funds* - Access to 7500+
  • Long Term Care

Affiliations

Experience & Training
  • Graduated Cum Laude - Anderson University, Anderson, Indiana
  • Teacher - Warner Christian Academy - South Daytona, Florida
  • Involved in Financial Services since
  • 1980 Regional Vice President - Primerica, Inc.
    • Senior Vice President - Amerishare Investors, Inc.
    • Marketing Director - World Marketing Alliance Securities
  • Currently - Independent CERTIFIED FINANCIAL PLANNER
  • Chartered Life Underwriter