Rudi Hoffman, CFP

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.

Personal - Rudi Hoffman, CFP

• 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

• Board Certified Planner, CFP® Board of Standards
• Former Member National Financial Planning Association
• Former Member Central Florida Financial Planning Association
• Chartered Life Underwriter
• Board of Advisors for Salvation Army
• Former Board of Directors - 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