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