Armacost Hoffman Financial Partners, located in La Jolla, CA, is a team of experienced financial advisors dedicated to providing quality strategies customized to meet the unique needs of their clients. Led by Lisa Armacost, a former PhD Research Scientist and credentialed Mediator, the team takes a thoughtful and detail-oriented approach to the financial planning process, incorporating all significant data to create personal and understandable financial plans. With a focus on long-term relationships and a commitment to quality client service, Armacost Hoffman Financial Partners aims to be the primary source of financial advice for individuals seeking retirement planning, estate planning, and other financial services.
With over 25 years of experience in the financial services industry, Kurt Hoffman, a Chartered Retirement Planning Counselor, brings a wealth of knowledge to the team. As a Portfolio Manager for the discretionary portfolio management program, Kurt directs the team's asset allocation and portfolio management, utilizing a unique stop-loss limit order hedging strategy. Additionally, Kurt's background in Architecture and Real Estate Development allows him to assist clients in evaluating and considering their real estate holdings as part of their overall portfolios. Together, with Lisa Armacost and their team, Armacost Hoffman Financial Partners is dedicated to helping clients achieve their financial goals and bring peace of mind.
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