Radiant Wealth Planning

Radiant Wealth Planning (CRD# 310280) is a financial advisory firm headquartered in Palo Alto, CA. They manage $3,849,938 in 16 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
530 Lytton Avenue, 2nd Floor, #2080, Palo Alto, CA 94301
https://www.facebook.com/radiantwealthplanning
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    16
    ACCOUNTS
  • Average Account Value
    $240,621
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX, WA

Financial Advisors at Radiant Wealth Planning
Showing 1 - 1 of 1 top financial advisors.
1
Randa Hoffman, financial advisor Palo Alto CA
Randa Hoffman
CRD#: 6924690
530 Lytton Avenue, 2nd Floor, #2080, Palo Alto, CA 94301

Randa Hoffman (CRD# 6924690) is an Investment Advisor Representative working at Radiant Wealth Planning in Palo Alto, CA and has over 5 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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