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

Get directions

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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

Locations

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