Leah Hoffman

Leah Hoffman Managing Director CFP®, ChFC®, CDFATM 602-224-4960 | 877-792-3050 LHoffman@rwbaird.com

In 2007, after Wealth Manager magazine listed Hoffman and Hock, Inc. as one of the top wealth management firms in the country for the seventh consecutive year, Leah, together with the rest of the team made the strategic decision to join Baird. Though individual and team recognitions over the years have reinforced success, Leah and her team believe, “they simply reflect the care, personal attention, and sound financial strategies we provide.”

Experience & Expertise
Leah has more than 25 years of experience managing her clients’ investments and helping them reach long term financial goals. Leah’s areas of expertise include financial and retirement planning, and advanced investment and tax planning strategies. As recognition of her reputation as an industry leader and commitment to client service, Leah was named one of the “50 Distinguished Women in Wealth Management” in the April 2008 issue of Wealth Manager magazine.

Education & Professional Designation
Leah received a Bachelor of Science degree in business administration from Arizona State University. She holds the CERTIFIED FINANCIAL PLANNER® and Charted Financial Consultant (ChFC) certifications, as well as the Certified Divorce Financial Analyst (CDFA) designation. She is a member of the Financial Planning Association and Society of Financial Service Professionals.

Family & Community
Leah has two sons, Jacob and Dylan. She is actively involved in the community including volunteering with her son Jacob at the Boys Team Charity and serving on the boards of Fresh Start Women’s Foundation and the Women’s Board of the Arizona Kidney Foundation. Additionally, she is a member of the Women’s President Organization and Vistage.
 

 

 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirement.