Patrick Hoffman

Patrick Hoffman, CFP®
Premier Banker

1 N High St

West Chester, PA 19380

About me

Background

Your finances should create opportunities. At Truist, Premier Banking is dedicated to providing personal advice, an exceptional experience and tailored solutions to empower you on your financial journey. As a Premier Banker who has been in the financial services industry since 1995, I help my clients  take a comprehensive, strategic approach to financial planning, engage in active relationship management, and provide estate planning and risk management. My daily goal is to put my clients first, delivering trust through technology and touch.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science, General Engineering
United States Naval Academy

Personal interests

I enjoy sports, particularly golf, while residing in the Philadelphia area with my wife Stacey while our four adult children are leading successful lives in living in Alameda CA, Oceana VA, Baltimore and Washington, DC. We remain active with our kids and now we have added Ryder, a long haired, mini-dachshund to the family. 

I am actively involved with the Navy Football Brotherhood and I am a Service Academy Nominee Board Member for the 5th Congressional District, PA. 

Specialties

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

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • Wills, trust, wealth transfer, estate administration and settlement, and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

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