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 and Jason Griffith are top Investor Coaches within the Matson Money National Network of coaches. Ross and Jason have co-authored a book, multiple investor audios, and published educational guides with Mark Matson. Ross and Jason were also included in a 2007 (updated 2008) documentary, "Navigating the Fog of Investing."
Ross and Jason are routinely selected from firms across the country to work with Matson Money's top relationships. Ross and Jason also educate and train 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 charitale 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.
Jason Griffith
Investor & 401(k) Coach
As an Investor Coach, Jason Griffith helps clients navigate the perilous financial industry to implement prudent investment strategies. By leveraging his education, talents, and experience he affects powerful changes in the lives of his clients. His ability to simplify complex investment matters makes his coaching programs engaging, educational, and fun.
Jason works closely with the Center for Fiduciary Studies based at the University of Pittsburgh and coaches fiduciaries on prudent investing as it pertains to ERISA, MPERS, and the Prudent Investor Act.
Jason spent years consulting for Qualcomm, Inc. and Exaide Consulting.While working for Exaide he worked with Hewlett Packard, Gateway Computers, ORACLE, and National Equity Fund, Inc.
Jason’s interests include religious history, technology, football, and rugby.He is active in his local Chamber of Commerce, Kiwanis, and High School Alumni Foundation.He coaches high school football and is a recent graduate of the Ventura Leadership Program.
Jason graduated from Humboldt State University in 1997 with a B.S. in Business Administration.
“Investment coaching allows me to work with people in an arena that is often unfamiliar, and sometimes intimidating to them. After all, most investors have spent their lives perfecting their own careers and building healthy companies and families. Most often they have little time to learn the ins and outs of investing on their own. I feel I get to help people stay in control of their investing activities and truly achieve peace of mind about their investments.”
- Jason Griffith
The Investor Coach
Connie Lou Ornelas
CFO, CPA, Director Client Services
Tiffany Griffith
Client Experience Coordinator, Director of Marketing
Danna Calloway-Prock
Investment & Insurance Administrator