Randy Hoffman CTFA
Idaho Trust Bank
Randy Hoffman CTFA
Idaho Trust Bank
I have enjoyed serving clients for over 25 years in the financial services industry. I have held specific trust officer positions for over 15 years with large and community financial institutions. My education includes a Bachelor and Master degrees in Business and Personal Financial Planning. I am a graduate of the Cannon Trust School and hold the Certified Trust and Fiduciary Advisor designation. I am a member of the Boise Rotary Club and participate with the local estate planning councils. It is a pleasure to work with individuals and family to assist with their estate and financial needs and to be an advocate for those with disabiltiies.
Firm Description
Founded in 1994 by brothers Daniel and Thomas Prohaska, Idaho Trust Bank offers personal banking, private banking and business banking as well as personalized wealth mangement and investment management. Idaho Trust Bank specializes in delivering exceptional, relationship-based service with a solid commitment to responsiveness and action.
Idaho Trust Bank appreciates being affilitated with the Academy of Special Needs Planners. Our experience in planning and administering special needs trusts helps provide our clients with the trust and confidence of a corporate fiduciary to help navigate the challenges and opportunities unique to planning for those with disabilities.
Hours
Day | From | To |
---|---|---|
Monday | 8:00 AM | 5:00 PM |
Tuesday | 8:00 AM | 5:00 PM |
Wednesday | 8:00 AM | 5:00 PM |
Thursday | 8:00 AM | 5:00 PM |
Friday | 8:00 AM | 5:00 PM |
Cost
What Is a Special Needs Planner?
Main Office
888 W Broad Street
Boise, ID 83702
622 E Sherman Street
Coeur d'Alene, ID 83814
On the web
Randy Hoffman CTFA
Idaho Trust Bank
I have enjoyed serving clients for over 25 years in the financial services industry. I have held specific trust officer positions for over 15 years with large and community financial institutions. My education includes a Bachelor and Master degrees in Business and Personal Financial Planning. I a...