Hoffman Financial Services, Inc.

CONNECT

Address:

1106 Vine Street, Suite A
Paso Robles, CA 93446

Phone:

805-237-8010 or,Toll Free: (800) 239-0559

Fax/Other:

805-237-8011

At Your Service

Kitty Hoffman founded Hoffman Financial Services, Inc. in 1998.  With 30 years of experience in the financial industry, and a Masters in Business Administration she is well equipped to help guide you on your financial journey.  She has a series 7 securities registration and is a Life Agent.  She is also an Enrolled Agent, a professional tax practitioner enrolled to represent taxpayers before the Internal Revenue Service. 

Dana Roden has been providing financial services to clients since graduating from Cal State San Bernardino in 1994 with a Bachelor's degree in Economics and a minor in Business.  With banking and lending backgrounds she provides a well-rounded approach to financial planning and holds a Life Agent & Variable Contracts license with a series 6 securities registration.  She also offers Mobile Notary service and is NNA Certified as a Notary Signing Agent.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck