Craig Hoffman

Craig Hoffman, CFP®, serves as a Private Wealth Advisor and Managing Director at Ameriprise Financial Services, LLC, since May 1987, specializing in investments, retirement planning strategies, estate planning strategies, and wealth preservation strategies. Hoffman has contributed to the YMCA as a Board Member and Annual Giving Chair from January 2012 to December 2020, focusing on fundraising and community awareness. Additionally, Hoffman has imparted knowledge as a CFP® Investment Instructor at Rice University and the University of St. Thomas-Houston between 2004 and 2011. Previous professional experience includes a role as District Manager at Olde Discount Stockbrokers from 1987 to 1999. Educational credentials include a Bachelor of Arts in Economics from The University of Texas at Austin and further financial planning education at the College for Financial Planning.