Daniel P. Hoffman

About Daniel P. Hoffman

I am a Founding Partner, Wealth Advisor, Investment Strategist, and Chartered Retirement Planning Counselor (CRPC®) for Main Street Wealth Advisors. We focus on tactically active portfolio management using Nasdaq Dorsey Wright research and comprehensive financial planning using LPL Financial’s WealthVisionSM platform. We pursue returns in your portfolio that are in line with your investment objectives while working diligently to reduce the risk in your portfolio. In today\'s global economic environment, we believe it is imperative to have the ability to quickly adjust to changing economic conditions. It\'s as true for financial and investment matters as it is for life in general: planning for the future helps you focus on where you\'re headed and feel confident in where you stand in relation to your goals and intentions. Main Street Wealth Advisors has built a premier investment practice around a deep respect for planning. Our comprehensive financial planning can provide strategies that are customized to your objectives and capable of addressing a wide range of circumstances and concerns. We partner with you to put you in a better position to pursue your financial goals and aspirations. I began my Financial Advisory career in 2002 with Edward Jones where I managed an office in North Tacoma. In mid-2004, I transitioned my practice to Smith Barney where I joined John Grant to help create The Grant-Hoffman Team. In July of 2010, John and I, along with other colleagues, formed an independent practice, Main Street Wealth Advisors. I currently hold a Series 7, Series 24, Series 63 and Series 65 license as well as a Life and Variable Annuity license and a Long Term Care Insurance license.I am currently the Board Vice Chair for eliseo. I am the past Board Chair for the Puyallup Food Bank, and past Board President and a boys lacrosse coach for both the Rogers Lacrosse Club and the Puyallup Lacrosse Club.

Experience

1. Founding Partner, Wealth Advisor & Investment Strategist

   Main Street Wealth Advisors, Llc

   Jul 2010 — Present

   While my primary focus is tactically and actively managing client portfolios, the cornerstone of my practice is the Envision® process for retirement planning. Investing without a plan is like a ship without a rudder. My desire is for all of my clients to go through the process of developing, implementing and regularly reviewing their retirement plan.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the \'Contact Info\' section above. Main Street Wealth Advisors, LLC and LPL Financial are separate entities.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Skills

• Investments
• Investment Strategies
• Non-Profit Administration
• Financial Markets
• Portfolio Management
• Retirement
• Tactical Management
• Wealth
• Annuities
• Asset Management
• Financial Advisory
• Tactical Asset Allocation
• Non-Profits
• 401k
• Fixed Annuities
• Compliance
• Wealth Management
• Asset Allocation
• Mutual Funds
• Risk Management
• Long Term Care
• Youth Programs
• Investment Advisory
• Etfs
• Retirement Planning
• Pensions
• Lacrosse
• Coaching