Michael Hoffman CFP® in

Michael Hoffman CFP®

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Director of Investments & Planning at Sentinel Financial Solutions
📍 New York, New York, United States

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).

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Experience
12 Years
Current Role
Director of Investments & Planning
Job Level
Mid-senior
Location
New York, New York, United States
Personality Overview

How Michael shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Michael cares 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.
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Career

Work history

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

Media appearances

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Education
2015 - 2016
Certificate in Financial Planning
New York University
2008 - 2012
Bachelor of Business Administration (B.B.A.)
Hofstra University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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