Bill
Hoffman
CFP®, CBDA℠
Here to act in your best interests
About me
I’m passionate about working with families and their businesses, developing strategies that can help them accomplish their financial, retirement and estate planning goals. Outside of work, I enjoy spending time with my family and staying active with an occasional round of golf. I’m also proud to serve as a Special Olympics basketball coach and as a trustee of a nonprofit school that my wife and I founded that helps children with special needs.
Certifications
CERTIFIED FINANCIAL PLANNER™
Certified in Blockchain and Digital Assets℠
Education
Bachelor of Science, Finance - Trinity University
Visit one of our Locations
Chicago II - Oak Brook
1 Tower Lane
Suite 1950
Oakbrook Terrace, IL 60181
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
