Radiant Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
RADIANT Wealth Planning primarily serves individual clients with ongoing investment management and comprehensive financial planning, addressing cash flow, retirement, estate, and tax‑aware strategies. The firm also supports employer retirement plans and coordinates tax preparation and tax‑planning work through an affiliated entity, RADIANT Tax Services, LLC.
RWP develops client‑specific investment policy statements and manages portfolios on a discretionary basis, blending passive and active approaches and drawing on fundamental, technical, cyclical, and charting analysis. Investment implementation is tied to each client’s objectives and tax considerations, with custodial and trade execution services arranged through an established institutional custodian.
Noteworthy for a firm of its size, RWP formally integrates tax services via its affiliated tax business (with firm personnel dedicating time to tax work) and has added educational seminars and workshops as an offering that can be free, paid, or pro bono. With roughly $14.7 million in assets under management across two advisors and about 59 client relationships, the firm’s combination of hands‑on tax coordination, employer‑plan support, and public educational programs is less common among similarly supported advisers.
Client services
Expertise
Fee options
Financial Planning Only service charges a flat fee of $5,000 for a six month engagement.
$0 - $350,000: 1.50% $350,000 - $1,000,000: 1.25% $1,000,000+: 1.00%
Main office
See office829 Emerson St
Palo Alto CA 94301
Advisors at this office
1
Offices (2)
Most active in
Alaska · California · Texas · Virginia · Washington
Also doing business as
Radiant Wealth Planning · Radiant Wealth Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Randa H
Series 66
Palo Alto, CA
Radiant Wealth Planning
Randa Hoffman is a financial advisor at Radiant Wealth Planning with seven years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones and Liberty Mutual Group. In addition to her advisory role, Hoffman is the CEO and tax preparer at RADIANT Tax Services, LLC, where she applies her Enrolled Agent (EA) credential. Radiant Wealth Planning serves individual clients with investment management and comprehensive financial planning, including cash flow, retirement, estate, and tax-aware strategies. The firm integrates tax services through its affiliated tax business and offers employer retirement plan support as well as educational seminars.
Christina G
Series 66
Arlington, VA
Radiant Wealth Planning
Christina Gamache is a financial advisor at Radiant Wealth Planning with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including UBS Financial Services, Audax Wealth Management, and Growth Consulting LLC, where she also serves as a consultant. Radiant Wealth Planning serves individual clients with investment management and comprehensive financial planning, incorporating tax-aware strategies and employer retirement plan support. The firm blends passive and active investment approaches and integrates tax services through an affiliated entity, offering client education seminars in addition to portfolio management.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
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.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)