A complete list of active advisors currently associated with CSLA Financial Inc

Warmer can help you find a great advisor at CSLA Financial Inc or one who fits your needs even better.

CSLA Financial Inc. provides investment advisory and financial planning services to individuals as well as to employer-sponsored programs, retirement plans, and plan participants. Services described in the brochure include discretionary portfolio management, goal‑oriented financial planning, education planning, and student loan repayment assistance. The firm uses proprietary asset‑allocation models informed by fundamental analysis and Modern Portfolio Theory and typically implements portfolios using exchange‑traded funds and mutual funds with ongoing supervision and rebalancing. For planning clients CSLA offers both one‑time written plans and an interactive subscription platform with tools such as Monte Carlo retirement analysis, real‑time net worth tracking, and a private document vault to support continuous engagement. Noteworthy distinctions include advisor licensure and activity as insurance agents (with disclosed commission compensation for insurance products), a formal offering of advisory services to employer plans with ERISA fiduciary considerations, and a specific practice focus on student loan repayment—including licensed software tools, ongoing repayment assistance and public seminars/workshops for schools and professional groups. The brochure also discloses affiliations with a technology affiliate and industry/nonprofit boards related to student‑loan advising, and notes those relationships as potential conflicts of interest.

To learn more about the advisors currently working at CSLA Financial Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jantz Hoffman	Camas, WA	10

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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