About Brett Hina, CRPS®, CIMA®, CPWA®

Brett Hina is a nationally recognized investment professional with over 30 years of experience, dedicated to helping clients achieve financial security and overall well-being.

As Managing Partner and Private Wealth Advisor at Cornerstone Private Wealth (CPW), Brett leads a premier advisory team specializing in customized financial planning, portfolio management, and strategic wealth solutions. His clients include professionals, business owners, retirees, and high-net-worth families who trust him to guide them through complex financial landscapes with clarity and confidence.

Brett is passionate about financial education and empowering his clients to make informed decisions. He hosts monthly webinars where he provides market insights, economic updates, and actionable financial strategies. He is also the creator and host of a new financial podcast, offering expert guidance on wealth management, investing, and long-term financial success. These platforms, along with his personalized approach, allow Brett to deliver exceptional value beyond traditional advising.

His commitment to excellence has earned him national recognition. He has been named a Forbes Best-in-State Wealth Advisor (2019-2025) and was featured on the Forbes Best-in-State Wealth Management Teams list 2024 and 2025. Additionally, Brett spent over a decade providing investment and stock market commentary on KYW News Radio in Philadelphia and has contributed articles to financial journals and newspapers in the Philadelphia area.

Brett’s academic credentials reflect his deep expertise in finance and economics. He holds a bachelor’s in business administration from the Wharton School at the University of Pennsylvania, a Master’s in Liberal Arts from Penn, an MBA from the Haub School of Business at Saint Joseph’s University, and is currently pursuing a Doctor of Business Administration (DBA) at Saint Joseph’s University. His professional certifications include:

▪️ Certified Investment Management Analyst® (CIMA®) – The Wharton School

▪️ Certified Private Wealth Advisor® (CPWA®) – Yale University

▪️ Certified Retirement Plan Specialist® (CRPS®) – College of Financial Planning

Prior to founding Cornerstone Private Wealth, Brett Spend 20 years at UBS Financial Service as Senior Vice President, Senior Portfolio Manager and Financial Advisor, where he also held multiple leadership roles. Before that, he worked at Merrill Lynch and Morgan Stanley in similar positions, building a strong foundation in wealth management and financial planning. Brett is a member of the Investment and Wealth Institute.

Beyond his work at CPW, Brett is committed to shaping the next generation of financial professionals. He is an adjunct professor at Stockton University, an active Penn Alumni Ambassador, and a board member of Starting Point, a nonprofit supporting mental health and addiction recovery.

A firm believer in holistic well-being, Brett integrates financial success with personal fulfillment. He is an avid marathon runner, embodying the discipline and endurance he brings to wealth management. He and his wife, Melissa, split their time between Haddonfield, NJ and Ocean City, NJ, and enjoy spending time with their six adult children and three grandchildren.

**CPW is supported by Concurrent, one of the nation’s largest and fastest-growing RIAs.

As a fiduciary RIA, we act in our clients’ best interests. Through Concurrent, we remain independent but benefit from robust resources and trusted custodians—Goldman Sachs, Fidelity, and Charles Schwab.

𝘼𝙙𝙫𝙞𝙨𝙤𝙧𝙮 𝙎𝙚𝙧𝙫𝙞𝙘𝙚𝙨 𝙤𝙛𝙛𝙚𝙧𝙚𝙙 𝙩𝙝𝙧𝙤𝙪𝙜𝙝 𝘾𝙤𝙣𝙘𝙪𝙧𝙧𝙚𝙣𝙩 𝙄𝙣𝙫𝙚𝙨𝙩𝙢𝙚𝙣𝙩 𝘼𝙙𝙫𝙞𝙨𝙤𝙧𝙨, 𝙇𝙇𝘾 (𝘾𝙤𝙣𝙘𝙪𝙧𝙧𝙚𝙣𝙩) 𝙖𝙣 𝙎𝙀𝘾 𝙍𝙚𝙜𝙞𝙨𝙩𝙚𝙧𝙚𝙙 𝙄𝙣𝙫𝙚𝙨𝙩𝙢𝙚𝙣𝙩 𝘼𝙙𝙫𝙞𝙨𝙤𝙧. 𝙏𝙝𝙞𝙨 𝙘𝙤𝙢𝙢𝙪𝙣𝙞𝙘𝙖𝙩𝙞𝙤𝙣 𝙞𝙨 𝙛𝙤𝙧 𝙞𝙣𝙛𝙤𝙧𝙢𝙖𝙩𝙞𝙤𝙣𝙖𝙡 𝙥𝙪𝙧𝙥𝙤𝙨𝙚𝙨 𝙤𝙣𝙡𝙮 𝙖𝙣𝙙 𝙙𝙤𝙚𝙨 𝙣𝙤𝙩 𝙘𝙤𝙣𝙨𝙩𝙞𝙩𝙪𝙩𝙚 𝙖 𝙧𝙚𝙘𝙤𝙢𝙢𝙚𝙣𝙙𝙖𝙩𝙞𝙤𝙣, 𝙨𝙤𝙡𝙞𝙘𝙞𝙩𝙖𝙩𝙞𝙤𝙣, 𝙤𝙧 𝙤𝙛𝙛𝙚𝙧 𝙩𝙤 𝙗𝙪𝙮 𝙤𝙧 𝙨𝙚𝙡𝙡 𝙨𝙚𝙘𝙪𝙧𝙞𝙩𝙞𝙚𝙨 𝙤𝙧 𝙖𝙣𝙮 𝙤𝙩𝙝𝙚𝙧 𝙛𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝙞𝙣𝙨𝙩𝙧𝙪𝙢𝙚𝙣𝙩.