Focus
After beginning his career as an investment advisor with Morgan Stanley, Robert joined Charles Schwab as an investment specialist in 1996. Within three years, he was promoted to manager of the Newtown, PA office. He finished his tenure with Schwab as the manager of the flagship office in center city Philadelphia. Robert Hofmann now leads Roffman Miller Wealth Management as its President, leveraging extensive experience in financial planning and investment management. His work is dedicated to helping clients make informed decisions that align with their long-term aspirations. Robert emphasizes collaboration, thoughtful analysis, and a straightforward approach.
Education, Awards & Credentials
- Education:
- Bachelor of Science in Finance, Rider University (Cum Laude)
- Graduate of the College of Financial Planning
- Credentials:
- Certified Financial Planner™ (CFP®)
- Registered Investment Advisor
Outside the Office
Outside of work, Robert enjoys boating, skiing, and attending concerts and sporting events with his family. His professional journey is grounded in a strong sense of independence, shaped by his experience of self-funding his education. He also takes pride in having identified and addressed financial fraud cases, reinforcing his commitment to protecting investors.
