About Hoffman Financial Planning
Chartered Life Underwriter & Chartered Financial Consultant
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.
Planning for the future can be as simple as clearly defining your goals and developing a strategy to help 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, Administrator, since 1984
- Daytona Resident since 1978
- Member of Denim and Lace Square Dance Club
Licenses
- Annuities - Both fixed and variable*
- Life - Licensed in 47 states and the District of Columbia, including Arizona, California, Florida and Texas.
- Mutual Funds* - Access to 7500+
Affiliations
- Board Certified Planner, CFP® Board of Standards
- Former Member National Financial Planning Association
- Former Member Central Florida Financial Planning Association
- Chartered Life Underwriter
- Former Board of Advisors for Salvation Army
- Member Port Orange South Daytona Chamber of Commerce
- Member Funcoast Estate Planning Council
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
- Chartered Financial Consultant