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Bill Hoffman

CFP®, CBDA℠

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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 PLANNERâ„¢

Certified in Blockchain and Digital Assetsâ„ 

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

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