Randa Hoffman

RADIANT WEALTH PLANNING

PALO ALTO, CA 94301

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CRD#: 6924690

Professional summary

Randa Hoffman, who also goes by Randa Anabtawi, is a registered financial advisor currently at RADIANT WEALTH PLANNING located in Palo Alto, California.

Randa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Randa has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Randa Anabtawi

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Randa Hoffman spends 20 hours per month at RADIANT Tax Services, LLC and is the CEO and tax preparer. She holds a Enrolled Agent (EA) designation. Time spent at RADIANT Tax Services, LLC does not pose a conflict of interest.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randa Hoffman's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 2, 2020 - Present

RADIANT WEALTH PLANNING

Office #1: 829 Emerson St, Palo Alto, CA 94301

RIA

CRD#: 310280

PALO ALTO, CA

Past

June 4, 2018 - October 7, 2020

EDWARD JONES

RIA

CRD#: 250

BELLEVUE, WA

Past

May 9, 2018 - October 7, 2020

EDWARD JONES

CRD#: 250

BELLEVUE, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Alaska
(2/5/2025)

IAR

California
(12/9/2020)

IAR

Texas
(2/25/2021)

IAR

Virginia
(4/10/2025)

IAR

Washington
(10/2/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/31/2018

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/9/2018

General Securities Representative Examination

Current Firm

RADIANT WEALTH PLANNING

RADIANT WEALTH PLANNING | RADIANT WEALTH PLANNING, LLC

CRD#: 310280 / SEC#:

Alaska

Registered Investment Advisory firm - (1/29/2025 Approved)

California

Registered Investment Advisory firm - (12/9/2020 Approved)

Texas

Registered Investment Advisory firm - (2/25/2021 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (4/10/2025 Approved)

Washington

Registered Investment Advisory firm - (10/2/2020 Approved)

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Contact information

Main Address

829 Emerson St, Palo Alto, CA 94301

Mailing Address

829 Emerson Street, Palo Alto, CA 94301

Phone number

(650) 431-7799

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	99
AUM (Assets Under Management)	$ 10,305,476

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Randa Hoffman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Randa Hoffman's CRS (Customer Relationship Summary).

Certified licenses

Experience

RADIANT WEALTH PLANNING

EDWARD JONES

EDWARD JONES

State Registrations and Notice Filings

Exams

Series 66

Date: 5/31/2018

SIE

Date: 10/1/2018

Series 7

Date: 5/9/2018

Current Firm

RADIANT WEALTH PLANNING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RADIANT WEALTH PLANNING

TRUST BUT VERIFY

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