Financial Planning With Care
Hoffman Griffith Wealth Planning Inc.
Most people don’t have the time, knowledge, discipline, or desire to manage and grow their wealth. We want to know what’s happening in your financial life right now – life changes, grandkids, worry about outliving your money. If it’s happening in your life, it should be in your financial plan. Our goal is to help you relax, give you confidence, and create peace of mind, knowing that you’re on the right track to meet your goals. This process begins by us understanding you and what services (income planning, wealth management, college planning, insurance & long-term care, and legacy & estate advising) will best serve you.
Because of who we are, each one of our clients can expect the best experience possible.
Fiduciaries
Team
Evidence
Experience
Scroll Below To Learn More About The Hoffman Griffith Wealth Planning Inc. Team!
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Helping You Protect What Matters Most!
Helping You Retire With Confidence
Meet The Team
Ross F. Hoffman, CFP®, AIF®, AWMA®
Founder
Ross F. Hoffman, CFP®, AIF®, AWMA®
Founder
Ross F. Hoffman is the founder of Hoffman & Associates Financial & Estate Advisors, Inc., the legacy firm where the Hoffman name and client-first approach began. With more than 40 years of professional experience in financial, estate, and investment advising, Ross built his career around helping estate and business owners maximize the value of their assets during their lifetime and thoughtfully prepare for the transfer of wealth to future generations.
While Hoffman Griffith Wealth Planning now carries the firm forward under the leadership of Jason Griffith, Ross remains a respected part of the firm’s history and continued legacy. His experience, perspective, and long-standing client relationships helped shape the foundation from which Hoffman Griffith continues to serve families, business owners, and individuals with care, clarity, and purpose.
Over the course of his career, Ross earned many of the industry’s most respected professional designations, including Accredited Wealth Management Advisor, Accredited Investment Fiduciary, Certified Financial Planner, Chartered Financial Consultant, and Chartered Life Underwriter. He earned his undergraduate degree from UCLA, attended the U.S. Army School of Finance, and worked closely with the Center for Fiduciary Studies based at the University of Pittsburgh.
As an advisor, educator, and speaker, Ross has lectured on family wealth counseling, evidence-based investing, exit planning, creative uses of life insurance, and charitable estate planning. He has presented to professional groups including the Ventura County Bar Association and the Santa Barbara CPA/Law Society, taught estate and gift tax planning, and was a former co-host of the weekly internet radio show “Conscious Investing.” He was also featured in Navigating the Fog of Investing, a documentary film about the investment industry.
Throughout his work, Ross became known for helping clients understand and manage their wealth not only financially, but intellectually and emotionally. His approach reflected a deep belief that wealth planning should bring clarity, confidence, and purpose to the families and business owners he served.
Ross has also been deeply involved in the community over the years, serving in leadership and advisory roles with organizations including the Ventura County United Way, Ventura County Community Foundation, Ventura County Medical Center, American Lung Association, Ventura County Planned Giving Council, Boy Scouts of America, Estate Planning Council, and Segue, a nonprofit dedicated to helping students stay in school and develop career paths. He was also a longtime member of Vistage, formerly TEC, an organization for CEOs, where he was recognized with the Widest Range of Knowledge award.
Outside of his professional and community commitments, Ross enjoys golf, daily workouts, and spending time with his family. He also authored Back and Better: 37 Rapid Recovery Exercises I Use When Injured or Bedridden.
Jason Griffith, AIF®
CEO and Wealth Advisor
Jason Griffith, AIF®
CEO and Wealth Advisor
Jason Griffith serves as CEO and Wealth Advisor of Hoffman Griffith Wealth Planning, where he helps families make thoughtful, confident decisions about their wealth, legacy, and future. He has been part of the Hoffman story since 2002, serving for many years as Chief Investment Officer and Wealth Advisor at Hoffman & Associates before stepping into leadership to carry the firm forward while honoring the foundation Ross Hoffman built.
With a background in global commodities, financial markets, and investment management, Jason brings a practical, strategic perspective to the families he serves. He specializes in retirement, estate, legacy, investment, and college planning, helping clients create clear, actionable plans designed around their long-term goals. He believes every family deserves thoughtful guidance that helps them maintain control over their wealth today while preparing for future generations.
Jason is an Accredited Investment Fiduciary and works closely with the Center for Fiduciary Studies. He advises fiduciaries on prudent investing practices aligned with ERISA, MPERS, and the Prudent Investor Act, and holds a bachelor’s degree in Finance and Economics from Humboldt State University.
Outside of work, Jason is deeply committed to his family, faith, and community. He has coached youth and high school sports for many years and enjoys history, golf, surfing, football, rugby, and spending time with his wife and two sons.
Connie Lou Ornelas, CPA®
CFO / Manager
Connie Lou Ornelas, CPA®
CFO / Manager
Connie Lou has been a Certified Public Accountant since 1991 and brings more than three decades of financial, tax, operational, and executive management experience to Hoffman Griffith Wealth Planning.
Before joining Hoffman Griffith, Connie spent many years serving in financial leadership roles with Hoffman & Associates Financial & Estate Advisors and Wealth Advisory Services. Her long-standing history with the firm gives her a deep understanding of the clients, the team, and the values that have shaped the organization over time.
Throughout her career, Connie has worked closely with clients, advisors, executives, and business owners across key areas of financial planning, including retirement, insurance, estate, and tax planning. In addition to her client-facing experience, she has overseen many of the internal financial and administrative functions that help a firm operate with care, accuracy, and consistency.
Known for her diligence, strong work ethic, and steady presence, Connie brings both technical expertise and dependability to the Hoffman Griffith team. She played an important role in helping support the firm through its transition to Hoffman Griffith Wealth Planning and continues to be a trusted resource as the firm moves forward.
Outside of the office, Connie enjoys fishing, gardening, and caring for the beautiful Japanese-inspired yard around her home. She especially loves growing gardenias, orchids, roses, and plumerias. She also has a deep love for her three Shih Tzus, who are show dogs and bring joy and companionship to her daily life.
Family is also central to Connie’s life. She and her sisters have devoted many years to caring for their parents, reflecting the same loyalty, compassion, and commitment Connie brings to her clients, colleagues, and work.
Kerrie Cortez
Client Services Specialist
Kerrie Cortez
Client Services Specialist
Bio coming soon.
Meagan Swanson
Client Experience Coordinator
Meagan Swanson
Client Experience Coordinator
Meagan Swanson serves as the Client Experience Coordinator at Hoffman Griffith Wealth Planning, where she helps ensure each client interaction feels smooth, thoughtful, and well cared for.
With a background in public relations, marketing, client engagement, operations, event coordination, and team leadership, Meagan brings a unique blend of organization, creativity, and follow-through to the firm. Her experience has centered around creating polished experiences, managing details behind the scenes, and helping people feel supported throughout each step of the process.
Before joining Hoffman Griffith, Meagan founded and managed a professional home organization business serving clients throughout Ventura County. In that role, she worked closely with clients to create calm, functional spaces through detailed planning, clear communication, project coordination, and thoughtful execution. She also spent nearly a decade as an independent sales consultant, where she ranked among the top performers nationally and led a team of more than 70 consultants. Her experience in client service, training, marketing, sales, and event coordination continues to shape the way she supports clients and the Hoffman Griffith team today.
Earlier in her career, Meagan gained experience in retail operations, styling, photography, inventory management, shipping logistics, and marketing support. She also completed a public relations internship with Warner Bros. Independent, where she supported promotional events, office coordination, campaign execution, and community-facing initiatives. Across each role, she developed a strong ability to manage moving pieces, communicate clearly, and create systems that allow both clients and teams to feel more at ease.
Known for being highly organized, detail-oriented, and thoughtful in her approach, Meagan is passionate about making each client interaction feel personal, seamless, and genuinely cared for.
Outside of the office, Meagan is happily married and a proud girl mom to three daughters. She enjoys spending time at the beach, traveling with her family, creating a warm and organized home, supporting her girls in their school and activities, and finding meaningful ways to care for the people around her.
