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NOT YOUR GRANDPARENT’S ADVISORY FIRM

The intention behind starting RADIANT Wealth Planning, LLC was to breathe fresh air into an industry that in many cases has been uninterrupted. Through the most up-to-date technology, our clients can easily navigate the tools needed to make their financial decisions. We are also excited that the community we serve can benefit from different forms of valuable content that our team is committed to creating. 

Our boutique firm is a Registered Investment Advisor (RIA), which means that I, an Investment Adviser Representative (IAR), am a fiduciary by law. But we are not your grandparent’s advisory firm, so let’s explain it simply.

Being a fiduciary is the highest legal duty of one party to another and it requires being bound ethically to act in the other’s best interests.

And your best interest is exactly what this firm was founded on. My goal was to create a foundation of complete transparency and trust throughout every interaction. My career in the financial services industry has equipped me with the expertise to create a new standard in an antiquated field.

Understanding your financial goals and life dreams is what we do here. Join us as we take your financial journey to a radiant level. Our team is ready to listen, learn, and help you achieve your goals!

GET STARTED

NOT YOUR GRANDPARENT’S ADVISORY FIRM

The intention behind starting RADIANT Wealth Planning, LLC was to breathe fresh air into an industry that in many cases has been uninterrupted. Through the most up-to-date technology, our clients can easily navigate the tools needed to make their financial decisions. We are also excited that the community we serve can benefit from different forms of valuable content that our team is committed to creating. 

Our boutique firm is a Registered Investment Advisor (RIA), which means that I, an Investment Adviser Representative (IAR), am a fiduciary by law. But we are not your grandparent’s advisory firm, so let’s explain it simply.

Being a fiduciary is the highest legal duty of one party to another and it requires being bound ethically to act in the other’s best interests.

And your best interest is exactly what this firm was founded on. My goal was to create a foundation of complete transparency and trust throughout every interaction. My career in the financial services industry has equipped me with the expertise to create a new standard in an antiquated field.

Understanding your financial goals and life dreams is what we do here. Join us as we take your financial journey to a radiant level. Our team is ready to listen, learn, and help you achieve your goals!

GET STARTED

Randa Hoffman, MBA, EA

RADIANT Wealth Planning, LLC Principal

Born in Saudi Arabia and raised in Jordan within a diverse cultural background, I’ve witnessed firsthand the profound impact money can have on individuals. Despite our middle-class upbringing, discussions about finances were rare, leaving me to navigate the complexities of money management independently. This journey was marked by trial and error, leading to valuable lessons and ongoing adjustments.

At 17, my family relocated to the United States to foster closer ties with my mother’s relatives. This transition marked the beginning of my career in Information Technology (IT), which spanned 12 years before I felt a calling to explore the realm of personal finance. Embracing this new direction, I embarked on a second career journey with Edward Jones, where I honed my skills and gained invaluable experience.

However, a deeper desire to create a lasting legacy fueled my entrepreneurial spirit, leading to the establishment of RADIANT Wealth Planning, LLC in Bellevue, WA, on 10/02/2020. Our firm provides comprehensive financial planning and investment management services, seamlessly integrating traditional financial strategies with your unique life goals and aspirations, including tax optimization. I later opened a location in Orange County, CA. And now we have settled in Palo Alto, CA.

Through a meticulous analysis of your aspirations and financial objectives, we collaborate to develop a personalized roadmap toward realizing your dreams. Our approach aims to illuminate your inner spark, empowering you to cultivate a life that radiates fulfillment and joy.

I am honored to have been recognized as the ‘Most Influential Woman of Orange County‘ in the financial advisory sector by Vogue magazine in December 2023. This acknowledgment underscores my commitment to empowering individuals to achieve financial well-being and lead purposeful lives.

Stephanie Cash, EVA, CSMM

Project Coordinator

Stephanie Cash serves as the Project Coordinator for RADIANT Wealth Planning, LLC, bringing a wealth of expertise in project management and organizational excellence. Her meticulous attention to detail and strong coordination skills play a crucial role in the successful execution of various projects, ensuring that they are completed on time and meet the firm’s high standards.

Stephanie’s dedication to her role supports RADIANT Wealth Planning’s mission to deliver exceptional wealth planning solutions. She collaborates closely with team members and clients to streamline processes, enhance productivity, and drive the firm’s initiatives forward. Her commitment to excellence and client satisfaction makes her an invaluable asset to the RADIANT Wealth Planning, LLC team.

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