Richard Hoffman Senior Investment Advisor Representative808-874-0674
Richard Hoffman is an Investment Advisor Representative with PRIMORIS Wealth Advisors in our Kihei, Hawaii office. Richard has over 15 years of professional experience as a financial professional holding a Series 65 license as well as being an Enrolled Agent .
Mr. Hoffman formed Maui Tax LLC, a licensed CPA firm, specializing in tax preparation, planning and corporate accounting in 2012. Maui Tax LLC has given many clients a better awareness into their overall tax and related financial picture. The synergy of tax planning and wealth management has been a valuable resource to our island friends.
Richard and his wife Linda are fortunate to reside on the beautiful island of Maui with their two chocolate Labs, Pinky and Bobo. In his free time, he enjoys golf, scuba diving, as well as race car driving.