The Hoffman Group

Pasadena, CA

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

Welcome

We stress the importance of personal service. Our long-term success can be attributed to our genuine commitment in guiding families and individuals all over the country with the latest financial strategies. We build wealth by diversifying and managing our clients’ finances throughout all the stages of life.

Our Team

Loretta G. Hoffman
Senior Partner, Managing Director

Loretta is a Senior Partner, Managing Director and Private Wealth Advisor at Snowden Lane, where she provides advisory and investment management services to Snowden Lane’s wealth advisory clients as well as brokerage services through our affiliated broker-dealer. Loretta joined Snowden from Merrill Lynch with her husband, Robert Hoffman.

She grew up in Los Angeles and graduated from Loyola Marymount University, Los Angeles with a B.A. in Finance and has been in the financial industry since 1980. She currently holds the designation of CRPC® (Chartered Retirement Planning CounselorSM). Also, as part of Snowden Lane’s Discretionary Wealth Advisor (DWA) Program, Loretta has the flexibility to move quickly to make thoughtful changes to a client’s portfolio. In her free time, Loretta is actively involved with her family, church, and neighborhood community board.

Robert (Bob) Hoffman
Senior Partner, Managing Director and Private Wealth Advisor

Bob is a Senior Partner, Managing Director and Private Wealth Advisor at Snowden Lane, where he provides advisory and investment management services to Snowden Lane’s wealth advisory clients as well as brokerage services through our affiliated broker-dealer.

Bob grew up in New York City and 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. He currently holds the designation of CRPC® (Chartered Retirement Planning CounselorSM). Bob currently serves as President of Chapman Woods Association and also sits on the board of the Arcadia Chamber Of Commerce.

Contact

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The Hoffman Group
225 South Lake Avenue
Suite 650
Pasadena, CA 91101
626-521-9800

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