Brett Hina, CRPS®, CIMA®, CPWA®
Helping Individuals, Families and Business Owners Build and Protect Their Legacy
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Serving Clients Nationwide
Helping Individuals, Families and Business Owners Build and Protect Their Legacy
Areas of Focus
- Business Owners
- Education Funding
- Employee Benefits
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
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.
Professional Designations
- Certified Investment Management Analyst (CIMA)
- Certified Private Wealth Advisor (CPWA)
- Chartered Retirement Plans Specialist (CRPS)
Affiliations
- Investments & Wealth Institute
Primary Location
1555 Zion Road Suite 202, Northfield, NJ 08225
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to schedule a free introductory conversation. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Cornerstone Private Wealth
Cornerstone Private Wealth (CPW) is an independent financial firm partnering with individuals, families, retirees, and business owners to build financial security and achieve their goals. With our highly credentialed team, we offer personalized financial planning, investment management, and retirement strategies, empowering you to build wealth and live a fulfilling life.Achieving Your Financial Vision
True wealth goes beyond the numbers, encompassing your personal goals, well-being, and long-term vision. At CPW, we achieve this through a unique blend of personalized education, proactive partnership, and deep expertise.
✔️ Personalized Education
We empower you with clear, understandable financial knowledge, demystifying complex topics through webinars, consultations, and ongoing learning opportunities.
✔️ Proactive Partnership
We provide high-touch service with regular check-ins and personalized communication, ensuring your financial strategy adapts to your evolving needs.
✔️ Experience and Expertise
Our team of seasoned, credentialed professionals brings diverse perspectives and specialized knowledge to provide comprehensive and innovative financial solutions.
✔️ Advice for Every Stage of Life
We offer holistic guidance that extends beyond investments, addressing family finances, education planning, life transitions, and more.
Your Trusted Partners in Building a Secure Financial Future
CPW is your dedicated partner in building a secure and fulfilling future. As an independent firm, we're free to offer unbiased advice, always putting your best interests first. We believe in transparency, fostering long-term relationships built on trust, purpose, balance, and the legacy you want to create.
Education
Wharton School at the University of Pennsylvania, Bachelor’s in Business Administration | Penn, Master’s in Liberal Arts |Haub School of Business at Saint Joseph’s University
Hobbies and Interests
- Family
- Running
- Volunteering
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Business Owners
- Corporate Executives
- Dual Income Family
- Entrepreneurs
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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FAQs
FAQ Disclosures
Advisory Services offered through Concurrent Investment Advisors, LLC an SEC Registered Investment Advisor. Brokerage services offered through Purshe Kaplan Sterling Investments (PKS), Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. PKS and Concurrent Investment Advisors, LLC d/b/a Cornerstone Private Wealth are not affiliated companies.
