Michael Hoffman CFP®

Sharpshooter
DISC Type : CD

Director of Investments & Planning at Sentinel Financial Solutions

New York, New York, United States

Overview

Michael is the Director of Investments & Planning at Sentinel Financial Solutions, where he develops investment strategies for high-net-worth clients. He holds a Bachelor of Business Administration from Hofstra University and is a Certified Financial Planner (CFP). He also sits on the Management Committee at Sentinel.

Outside of the office, Michael is an outdoor enthusiast. His interests include snowboarding, scuba diving, paintball, and riding his jet ski. He has previously shown interest in the challenges faced by special needs families through content he has shared.

Unique fact: Michael is also a certified Emergency Medical Technician-Basic (EMT-B).

Personality Overview

Precise But Practical

Fast But Analytical

ROI Driven

They are not always relationship oriented.  They prefer to be the ones controlling the conversation or defining the terms. They respond better to strong and respectful interactions.

Topics They Care About

Investment Strategy
He is responsible for overseeing client portfolios and constructing efficient investment strategies tailored to client needs at Sentinel Financial Solutions.
Financial Planning
As a Certified Financial Planner (CFP), he has deep expertise in developing and monitoring financial planning solutions for clients.
Life Insurance
He actively posts about the affordability and importance of life insurance for financial protection for families.

Media Appearances

Michael has no verified media appearances

Work History

7-2019
Director of Investments & Planning at Sentinel Financial Solutions
1-2015 - 3-2019
Associate at Sontag Advisory
11-2012 - 1-2015
Financial Advisor at AXA Advisors

Education

2015 - 2016
Certificate in Financial Planning from New York University
2008 - 2012
Bachelor of Business Administration (B.B.A.) from Hofstra University

More Information

Social Presence :

Prographics :

Exp : 12 Location : New York, New York, United States Job Level : Mid-senior Designation : Director of Investments & Planning at Sentinel Financial Solutions
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Objectively showcase the impact that your product creates
  • Make sure that you circle back fast on any action items, it wins their trust
  • Speak about competitive differentiation that your product offers

DONT's

  • Don’t be in a rush to invite them for a social meet and greet
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Do not back off when challenged, respond with a confident, objective answer instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Michael

  • If they are not convinced, they will say no without any hesitation.

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They can reach decisions fairly quickly if they are convinced.
  • Can Michael take some risk or not?

  • They don’t mind risks but can be quite binary about them.

You And Michael

Personality Compatibility


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