Hoffman & Associates, Inc.
Hoffman & Associates, Inc., is an independently owned and operated Investor Coaching, Retirement Planning, and Business Exit Planning firm located in Ventura, CA. Hoffman & Associates, Inc. has over 35 years experience advising and coaching investors and business owners.
Ross Hoffman is a top Investor Coach within the Matson Money National Network of coaches. Ross has contributed to a book, multiple investor audios, and educational guides with Mark Matson. He was also included in a 2007 (updated 2008) documentary, "Navigating the Fog of Investing."
Ross is routinely selected from firms across the country to work with Matson Money's top relationships. He also educates and trains other advisors on various aspects of working with and coaching clients on planning and investing issues.
Ross Hoffman
President & CEO
California Insurance License: #0B23551
Ross F. Hoffman is President and Chief Executive Officer of Hoffman & Associates, Financial & Estate Advisors, Inc.. Ross helps business owners maximize the value of their businesses upon their exit into retirement or other ventures. Ross helps business owners to sell their company when they want, to whom they want, and for the amount they need to secure their income for the rest of their lives. Ross has over 30 years of professional experience in financial and estate advising.
Ross has earned the financial industries most respected professional designations, including the Chartered Financial Consultant (ChFC), Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), and Accredited Investment Fiduciary (AIF®) designations. He earned his undergraduate degree from UCLA, has attended the U.S. Army School of Finance, and works closely with the Center of Fiduciary Studies based at the University of Pittsburgh.
Ross is a sought after speaker and has lectured on Business Exit Planning, Family Wealth Counseling, investing, executive compensation, life insurance, and charitable estate planning to professional groups including the Ventura County Bar Association, the Santa Barbara & Ventura County CPA and Law Society, various charitable organizations, and has taught estate and gift tax planning. He is a former co-host of the weekly internet radio show entitled “Conscious Investing”. Ross coaches his clients through a special proprietary curriculum designed to help investors financially, intellectually, and emotionally manage their investment assets.
Ross was a member of Vistage (formerly TEC), an organization for CEOs, for 30 years. He was recently presented with the Vistage Widest Range of Knowledge Award and was recognized for outstanding achievement as a Vistage member.
Community involvement has included Vice Chairman and Cabinet member of the Ventura County United Way, Technical Advisory Committee member for the Ventura County Community Foundation, Deferred Giving Board member for the Ventura County Medical Center, board member of the Ventura & Santa Barbara Lung Association, board member of the Ventura County Planned Giving Council, Deferred Giving Committee member for the Boy Scouts of America and a past member of the Estate Planning Council. He is a prior member of The Executive Committee, a nationally recognized organization for business owners and the Business Enterprise Institute network of Exit Planning Advisors.
Ross’s outside interests include golf, tennis, and triathlons.
Connie Lou Ornelas
CFO, CPA, Director Client Services
Tiffany Griffith
Client Experience Coordinator, Director of Marketing
Danna Calloway-Prock
Investment & Insurance Administrator