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Michael Hoffman

Michael P. Hoffman, CFP®
Managing Director Financial Advisor Investment Services Group Truist Investment Services, Inc.

1445 Research Blvd

Suite 220,

Rockville, MD 20850-3159

Michael.Hoffman@Truist.com

Phone 301-517-5341

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About me

Background

Michael P. Hoffman is a Financial Advisor and Managing Director. He offers clients 25+ years of financial services, retirement planning, and investment management experience. Michael has earned the designation of CFP®. He is a graduate of the University of Maryland at College Park. Michael lives in Bethesda, MD with his wife and 2 sons.

Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.A.
University of Maryland College Park 1988 1992

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Accomplishments

Platinum Performance Excellence Award*
Truist 2019
*The Truist Platinum Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

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    The Truist Platinum Performance Excellence Award is awarded to advisors to formally recognize the exceptional contributions of teammates who consistently go above and beyond to deliver on our Purpose, our Brand, our Performance Promise, and revenue.

     

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