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 a monthly webinar 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 The 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.