Chris Hoffa

About Chris Hoffa

I love helping people make educated financial decisions. With so much complex and differing information online, it is easy to get lost in the noise of it all and fail to see how all of your financial puzzle pieces actually fit together. Rules of thumb can be helpful, but are flawed given every person has their own unique set of variables. As both a CERTIFIED FINANCIAL PLANNER® professional and Certified Public Accountant (CPA), I’m fortunate to be able to help people solve those puzzles every day. My favorite part of being a holistic financial planner and fiduciary is that I’m able to take each person’s unique circumstances and help them determine a well thought out path forward. Whether it’s making the most of your equity compensation (NQSOs vs ISOs vs RSUs vs ESPP can be tricky), optimizing your drawdown strategy in retirement (retirement accounts vs taxable investment accounts vs social security), or creating a more tax efficient investment strategy (what you keep after taxes matters most), all of the pieces are connected and have an impact on the others. I find nothing more satisfying than creating clarity out of the noise to help people focus on what the truly important pieces are, while still optimizing the smaller decisions across the board. Outside of work, I am passionate about any and all things adventure. I am an avid marathoner, rock climber, backpacker, skier, and traveler. I also love houseplants and the New York Mets.

Experience

1. Lead Advisor Partner

   Brighton Jones

   Jan 2025 — Present · Washington, DC, US

Education

• UVA McIntire School of Commerce

  Commerce, Accounting & Management

  2016 — 2018

• University of Virginia

  Bachelor's degree, Echols Scholar

  2014 — 2018

Skills

• Microsoft Powerpoint
• Research
• Microsoft Word
• Event Planning
• Teamwork
• Powerpoint
• Microsoft Excel
• Public Speaking
• Microsoft Office
• Customer Service