Mr. Hoffman has more than 15 years experience in business, banking and investment services and holds the Chartered Retirement Planning Counselor (CRPC) designation (conferred by the College for Financial Planning). After working for Merrill Lynch throughout college, Mr. Hoffman joined Merrill’s 401k and Investment Services where he gained his thirst for client retirement planning. Since such time, Mr. Hoffman has focused on ensuring his clients are prepared for the unforeseen circumstances that life can deliver. This has developed into his core financial belief. “If we can work hard for years and attain an 8% average yearly growth, but we aren’t protecting the client and their family from an unfortunate event, then are we truly growing their assets over a complete lifetime?”
With a client friendly and “people first approach”, Mr. Hoffman has implemented his philosophy through in-depth implementation of Retirement Planning, Estate Planning and Insurance Planning.
When not focusing on his clients' families, Mr. Hoffman focuses on his wonderful wife and beautiful young daughters at their home in Mt. Arlington NJ.