Randa Hoffman
Arab-American business owner | Helping Successful Professionals & Entrepreneurs Align Money With Their Values | Fee-Only Fiduciary | Financial Planning + Tax Optimization + Investment Management
- Role
- Owner Tax Nerd at Radiant Tax Services, Llc
- Location
- Palo Alto, CA, US
- LinkedIn followers
- 500 followers
About Randa Hoffman
Most successful professionals I meet have the same concern:\"I\'m making good money, but I\'m not sure if I\'m making the right decisions with it.\"They\'re crushing it in their careers, building businesses, advancing in tech or other demanding fields—but when it comes to their finances, they feel overwhelmed. Tax strategies, investment decisions, retirement planning, estate considerations. it all feels like a full-time job they don\'t have time for.That\'s where I come in.I founded RADIANT Wealth Planning in 2020 to transform how busy professionals and entrepreneurs approach their financial lives. We don\'t just manage money—we help you create a comprehensive roadmap that aligns your wealth with what truly matters to you.Why I Do This Work:I made the leap from IT to financial services in 2018 because I wanted to help people experience the freedom and fulfillment that comes from having confidence in their financial decisions. Born in Saudi Arabia, raised in Jordan, and now based in Palo Alto, California, I bring a unique global perspective to wealth planning.How We\'re Different:As a Registered Investment Advisor (RIA), I\'m a fiduciary—legally bound to act in your best interest, always. We\'re fee-only, which means no commissions, no conflicts of interest, just advice aligned with your goals.Our approach combines:* Comprehensive financial planning tailored to your life stage and aspirations* Tax-optimized investment management (I\'m an Enrolled Agent)* Strategic tax planning that keeps more money working for you* Technology-enabled solutions with deeply personalized guidanceWho We Serve Best:You\'re probably a great fit if you\'re a successful professional or entrepreneur who:* Wants to make smart financial decisions but doesn\'t have time to become an expert* Values working with an advisor who truly listens and understands your unique situation* Wants to ensure your money is working as hard as you do* Seeks to align your wealth with your values and life goalsLet\'s ConnectWhether you\'re planning for retirement, navigating a career transition, optimizing your tax strategy, or building generational wealth—I\'m here to help you turn your aspirations into reality. Serving clients in Palo Alto, CA and nationwide C••••••@RadiantWealthPlanning.com
Experience
Owner Tax Nerd
Jul 2022 — Present · Palo Alto, CA, US
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration - MBA
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