9:00 – 5:00

Monday to Friday

121 N. Fir Street, D

Ventura, CA 93001

(805) 648-5300

Financial & Estate Advisors
April 26, 2018

9:00 – 5:00

Monday to Friday

121 N. Fir Street, D

Ventura, CA 93001

(805) 648-5300

About Us

bardWe are Hoffman & Associates, a growing team of wealth managers devoted to helping generations of families like yours find personal excellence in their busy lives.

Since 1984 from our headquarters in Ventura, California, we have been forming deep relationships with select families throughout the Western U.S. We help people identify potential problems and hidden opportunities, resolve their most challenging complexities and enjoy their most meaningful lives.
Whether it’s devising retirement plans and business exit strategies, managing personal wealth during difficult transitions, or arranging high-end estate transfers, our team of specialists know and understand the events that busy families face – and the steps required to address them.

Every day, many years and hundreds of clients later, we feel a tremendous amount of pride knowing our values and our approach are enriching the lives of so many individuals, families and organizations.

We invite you to connect with us.  To be a part of our community.  To start a conversation.

Defining Personal Excelence

Beyond our technical credentials, we understand that personal excellence has more to do with quality than quantity. That’s why we believe strongly in helping people move straight to the heart of their money matters. Every day, we feel a tremendous amount of pride knowing our values and our approach are enriching the lives of so many individuals, families and organizations.

Ross F. Hoffman, CFP, AWMA, AIF

President/CEO
As our President and Chief Executive Officer, Ross F. Hoffman brings over 30 years of professional experience in investment management and financial and estate planning, having earned a number of professional designations including the Certified Financial Planner (CFP), Accredited Wealth Management Adviser (AWMA), and Accredited Investment Fiduciary (AIF®) designations. He holds an undergraduate degree from UCLA.

Jason Griffith, AIF

Managing Partner/Wealth Advisor
Jason Griffith joined Hoffman & Associates in 2002 as Chief Investment Officer and Wealth Advisor. His entrepreneurial background in global commodity and financial markets brings insights we can apply to our and our clients’ business, marketing and related concerns. He holds an AIF® designation and a bachelor’s degree from Humboldt State University.

Connie Lou Ornelas

CPA/CFO
Donec a felis sed ligula aliquet sollicitudin a in elit. Nunc at commodo erat, fringilla egestas tortor.

Tiffany Griffith

Dir. Marketing/Event Coordinator
Donec a felis sed ligula aliquet sollicitudin a in elit. Nunc at commodo erat, fringilla egestas tortor.
Top