The Hoffman Group

Pasadena, CA

Our goal through our extensive investment experience is to provide investment solutions to help our clients build, protect and pass their wealth on for generations to come.

The Hoffman Group

Pasadena, CA

The Hoffman Group

Pasadena, CA

The Hoffman Group

Pasadena, CA

The Hoffman Group

Pasadena, CA

The benchmark that we care about most is our clients’ expectations.

Recognizing that each client relationship has different needs and objectives, our team constantly strives to deliver sound advice by filtering out the noise from the investment landscape, and basing financial decisions on relevant trends.

By tailoring this approach to each client’s needs, we make different outcomes possible, from retirement planning to generating income in retirement, inheritance, charitable endeavors, college saving for children, or legacy planning for loved ones.

We stress the importance of personal service and strong relationships.  Our long term success can be attributed to our experience over the years and genuine commitment to our clients and their families.

Wealth Advisory Services
Advisory Programs
Financial, Retirement and Life Stage Planning
Generational Planning
Retirement Plans – IRA, Rollover IRA, ROTH IRA, 403B, 457, 401K
529 College Planning

Investment Solutions
Equities – Stocks, ETF’s, Unit Investment Trusts
Fixed Income – Bonds, Certificate of Deposits
Mutual Funds
Alternative Investments
Long Term Care Insurance
Annuities and Life Insurance

Recent Insight

Meet our Team

Loretta Hoffman Manzanares CRPC® 

Senior Partner, Managing Director
Loretta’s experience as a Senior Partner and Private Wealth Advisor has helped her to assist her clients in navigating through financial decisions as they approach retirement.  She does this by offering independent advisory and investment management, as well as brokerage services. Her clients know she is there for them as life changes which provides them with personal guidance and peace of mind. As a native of Los Angeles, Loretta graduated from Loyola Marymount University, Los Angeles with a B.A. in Finance and has been in the financial industry since 1980.  Prior to joining Snowden Lane Partners, she managed the Arcadia office of Bank of America Merrill Lynch.  She currently hold the designation of Chartered Retirement Planning Counselor and is a member of the Women’s City Club of Pasadena, Women’s Civic League, and active member in her neighborhood women’s group.

Robert (Bob) Hoffman CRPC®

Senior Partner, Managing Director
Bob’s passion for the markets as a Senior Partner and Private Wealth Advisor has enabled him to provide timely insight to his clients and give them a comprehensive understanding of the markets and economy. Originally from New York City, Bob graduated from Denver University, Colorado with a B.A. in Finance.  He worked on the floor of the American Stock Exchange in New York, and later became an advisor to the cable television industry for 13 years.  Bob has been employed in the securities industry since 1988 and currently holds the designation of  Chartered Retirement Planning Counselor.   Bob is actively involved and a member of the Rotary Club of Arcadia.

The Hoffman Group

225 South Lake Avenue
Suite 650
Pasadena, CA 91101

(626) 521-9813