Andrew Hoffman assists with creating financial plans for Next Third Retirement Coaching clients. Previously, he worked for a Registered Investment Advisor where he generated client statements, prepared financial plans for experienced advisors, and managed the internal books and records for the firm. Before working in the finance industry, Andrew worked for an accounting firm where he helped prepare individuals tax return documents.
Andrew has earned the designation of Chartered Retirement Plans Specialist℠, CRPS® in 2020. He is continuing his education by taking additional training and certification exams to improve his abilities to serve our clients.
Andrew is from Appleton, WI and is a UW-Oshkosh graduate. He graduated with a bachelor’s degree in finance. His interests outside of work include snowboarding, fishing, tending to his aquariums, or spending time with his black lab, Zuri.