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George Hoffman, CFP®, CWS®, AIF®

George Hoffman, CFP®, CWS®, AIF®

Wealth Advisor

George Hoffman started his financial planning career in property & casualty insurance in 1993, focusing on the needs of small businesses and 401(k) profit sharing retirement plans.  He joined Kevin Hermening in 1997 and got his start as an independent financial planner.  They partnered in 2000 to form Hermening & Hoffman Financial.  George sold his half of the practice to Kevin in 2002 then joined another firm.

George returned to Hermening Financial Group (HFG) in 2009.  As a planning specialist with HFG, he concentrates on the business owner market with a detailed focus on their unique retirement, tax and estate planning needs.  In this field, HFG works closely with the business owner’s accountant and attorney to create a plan that helps them keep more of what they earn, reduce taxes over their lifetime and pass their estates on to their heirs efficiently.

George earned his CFP® designation from the College for Financial Planning in Denver in 2003.  He regularly pursues ongoing education to advance his knowledge and expertise for his client’s benefit, particularly in the areas of asset management, tax planning, and practice management issues.

George has also earned the Certified Wealth Strategist® designation, administered by Cannon Financial Institute, which recognizes those individuals completing thorough study of the issues surrounding effective wealth advising to comprehensively address clients’ wealth management needs. 

In 2016 George earned the AIF® (Accredited Investment Fiduciary) designation after fulfilling training and examination requirements at Cetera Financial Group’s Wealth Management University in Austin, Texas.

George and his wife, Lisa, live in Wausau, WI.  They have two children, Lydia and Elijah.  He enjoys bow hunting and managing wildlife habitat throughout Wisconsin and in the Rocky Mountains.