Chief Executive Officer
Current
Rogue Finance
Jun 2022 - Present
AeroLeads people directory · profile
Andy Hoffman Email & Phone Number
REVOLUTIONIZE YOUR MONEY FLOW | John 16:33
at
Rogue Finance
2 work emails found
@cplanning.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Rogue Finance
Role
REVOLUTIONIZE YOUR MONEY FLOW | John 16:33
Location
Charlotte Metro, United States, United States
Who is Andy Hoffman? Overview
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Quick answer
Andy Hoffman is listed as REVOLUTIONIZE YOUR MONEY FLOW | John 16:33 at Rogue Finance, based in Charlotte Metro, United States, United States. AeroLeads shows a work email signal at cplanning.com and a matched LinkedIn profile for Andy Hoffman.
Andy Hoffman previously worked as Chief Executive Officer at Rogue Finance and Chief Experience Officer at Know My Plan. Andy Hoffman studied at Liberty University.
Company email context
Email format at Rogue Finance
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{first_initial}{last}@cplanning.com
89% confidence
AeroLeads found 2 current-domain work email signals for Andy Hoffman. Compare company email patterns before reaching out.
Profile bio
About Andy Hoffman
When I joined the US Coast Guard at age 21, I got a small bonus that just slipped through the cracks. I knew I needed to get a handle on managing my money so I did what anyone would do. I went to the bookstore and bought a copy of Rich Dad, Poor Dad. That book sent me down the rabbit hole, lighting an insatiable fire in me to learn everything I can about money.Follow along as I share everything I know about money from how to manage it easily to investing, real estate, side hustles, growing your income, managing a business, and more.
Listed skills include Finance, Contract Negotiation, Sales, Microsoft Office, and 29 others.
Current workplace
Andy Hoffman's current company
Company context helps verify the profile and gives searchers a useful next step.
Rogue Finance
12 roles · 21 years
Andy Hoffman work experience
A career timeline built from the work history available for this profile.
Chief Experience Officer
The financial professionals with Know My Plan are registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Investment advice offered through Independent Advisor Alliance, a registered investment advisor. Know My Plan and Independence.
Oct 2021 - Jul 2022
Director Of Investment Advisory Recruiting
May 2021 - Sep 2021
Business Consulting Associate
Mar 2021 - May 2021
Business Development Officer
Apr 2019 - Mar 2021
Internal Regional Director Of Advisor Recruiting
- Achieved 110% of annual Assets Under Management goal for 2017 and 115% of goal for 2018
- Retained and onboarded National Planning Holdings Advisors in one of largest acquisition deals in broker/dealer history
- Collaborated across all internal departments including business development, technology and research to lead successful homeoffice meetings and dinners for recruitment diligence trips
- Managed a hotlist of 100 to 150 candidates in the pipeline with up to 30 calls a day, maintaining all documentation in Salesforce
- Managed large enterprise relationships for successful recruiting wins
Jan 2017 - Jan 2019
Internal Wholesaler - Annuities
- Provided sales and service to Financial Advisors from firms including Merrill Lynch, JP Morgan, Wells Fargo and Edward Jones
- Led several presentations on Modern Portfolio Theory and the Efficient Frontier, as well as group product presentations
- Received extensive depth of Annuity product training of MetLife’s annuity suite
Jun 2015 - Dec 2016
Financial Specialist
- Utilized advanced selling tactics and tools to achieve client buy-in for concepts such as purchasing coverage, Disability Income andLife Insurance in Human Life Value, as well as using Whole Life as a proxy to bonds in.
- Led prospective clients and maintained current client relationships through the Consolidated Planning consultative sales process
- Sourced clients through a variety of prospecting methods including referrals and networking
Jul 2014 - Jun 2015
Registered Representative
- Achieved first year goal of writing 50 Life policies (firm did not sell disability insurance)
- Established diverse client referral base in rural North Carolina and successfully reestablished dormant house account relationships
Jan 2013 - Jun 2014
Sales Representative
- Prospected new clients through networking, telemarketing and cold calling to sell customized service/product solutions
Apr 2013 - Dec 2013
Sales
Dec 2010 - Apr 2013
Electronics Technician Third Class
- Led group training for 30 to 45 team members on various topics from alcohol training to electrical safety
- Maintained safety and security for unit of 30 officers and 2000 acres of land as Officer of the Day in a 1 in 8 watch cycle
- Serviced electronic testing equipment and conducted preventative maintenance on transmitters, receivers and antennas
2005 - 2010
~5 yrs
1 education record
Andy Hoffman education
-
Liberty University
FAQ
Frequently asked questions about Andy Hoffman
Quick answers generated from the profile data available on this page.
What company does Andy Hoffman work for?
Andy Hoffman works for Rogue Finance.
What is Andy Hoffman's role at Rogue Finance?
Andy Hoffman is listed as REVOLUTIONIZE YOUR MONEY FLOW | John 16:33 at Rogue Finance.
What is Andy Hoffman's email address?
AeroLeads has found 2 work email signals at @cplanning.com for Andy Hoffman at Rogue Finance.
Where is Andy Hoffman based?
Andy Hoffman is based in Charlotte Metro, United States, United States while working with Rogue Finance.
What companies has Andy Hoffman worked for?
Andy Hoffman has worked for Rogue Finance, Know My Plan, Consolidated Planning, Inc., Independent Advisor Alliance, and Lpl Financial.
How can I contact Andy Hoffman?
You can use AeroLeads to view verified contact signals for Andy Hoffman at Rogue Finance, including work email, phone, and LinkedIn data when available.
What schools did Andy Hoffman attend?
Andy Hoffman studied at Liberty University.
What skills is Andy Hoffman known for?
Andy Hoffman is listed with skills including Finance, Contract Negotiation, Sales, Microsoft Office, Strategic Planning, Leadership, Financial Analysis, and Retirement Planning.
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