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Adam Hoffmann

CFP®, AIF®

Vice President, Portfolio Manager

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About Adam

Adam Hoffmann serves as Vice President, Portfolio Manager at Sequoia Financial Group. In this role, Adam provides leadership in the areas of trading, investment research, and portfolio design and oversees analysis and execution of investment strategies for new and existing client portfolios.

Adam holds the CERTIFIED FINANCIAL PLANNER™ designation granted through the Certified Financial Planner Board of Standards and has served as a subject matter professional for the CFP Board, contributing to the development of questions for the CFP Certification Examination. He has also served as a presenter at industry events, providing other financial services professionals with continuing education credits in investment topics. In addition, Adam holds the Accredited Investment Fiduciary professional designation, awarded by the Center for Fiduciary Studies. The AIF designation affirms the highest in fiduciary standards of care for clients.

While at Augsburg College, Adam participated in four years of varsity football and was honored by his teammates by being elected captain for both his junior and senior seasons. He also earned all-MIAC and pre-season All-American honors.

Adam is an avid pickleball player, former member of the board of directors for the Just Food Community Co-op, and past trustee for the First United Church of Christ Northfield. He and his wife, Rachel, grew up in Hastings, Minnesota, and now live in Northfield, Minnesota, with their two daughters.

CFP Board owns the marks CERTIFIED FINANCIAL PLANNER™ in the U.S.

Fi360 Inc. owns and awards the certification marks “AIF®” and “Accredited Investment Fiduciary®”. Authorized users of the marks have successfully met requirements for initial certification and annual recertification.


Accreditation & Education

Augsburg College, Bachelors of Arts in Finance


Up Close

Personal Insights from Adam:

A strong sense of curiosity is a cornerstone to who I am and how I live my life. As a kid I used to be fascinated by how things work or why things happen the way they do. I often would take things apart to see what was happening ‘inside,’ frequently with limited success at being able to put them back together. Little has changed since then with regard to my curiosity, but fortunately my success rate of being able to put the pieces back together has greatly improved. I have always been driven by this desire to solve problems and learn more about the world around me.

There is a natural connection between this curiosity and managing portfolios. The investment world today is one of relentless change and evolution. With advances in technology, there is an endless stream of news available at our fingertips that constantly impacts asset prices, shapes investor behavior, and provides an unlimited supply of data and information to digest.

It is our job at Sequoia to absorb this information and provide guidance and knowledge back to our clients about what it all means and how it may it impact the world we know. The most important role we play in our clients’ financial lives is not only to understand the big picture—that is the market and the global economic system—but to be able to translate how events and changes around the globe impact each individual client and their personal financial plan.

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Adam Hoffmann,

CFP®, AIF®

Vice President, Portfolio Manager