Luke A. Hoffman
CFP
CFP
Portfolio Analyst
8147885267
Luke began his investment industry career in 2018 and joined Stifel in 2022. Prior to joining Stifel, Luke served as a Financial Advisor with G&A Financial LLC. Luke supports the team in helping clients strategically invest and plan for their future and legacy.
Luke earned a B.S. in Finance with a certificate in Financial Planning from Penn State Erie. He holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities). In addition, he earned the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP® Board, have successfully completed financial planning coursework, and have passed the CFP® Certification Examination.
Active in the community, Luke is a board director for Elcam Inc. and the Boys and Girls Club of St. Mary’s.