Brett Hoffman, AIF®, CPA

Brett is an advisor who works with individuals and families to plan for long term goals including investment management, retirement income planning, charitable giving, and protection of their family and assets. He also helps businesses build a compliant defined contribution plan to attract and retain top-notch employees. He believes the key to a successful retirement plan is to build it with flexible design features and a solid investment lineup and to provide innovative employee engagement strategies to help employees reach their long-term goals.

Brett has more than 25 years of experience helping clients with wealth management, financial planning, investment management and retirement plan fiduciary oversight. He has built a successful practice in the Greater Washington, DC area and beyond. He is the lead advisor for the retirement consulting team, which prides itself on delivering personal, hands-on service, tools, and resources every business owner, HR professional, and retirement plan committee is seeking.

Prior to joining HUB Retirement & Private Wealth, he worked at Cohn Reznick Group, a large Washington, DC-based public accounting firm, where he obtained experience in for-profit and nonprofit audits and corporate taxation. He is a graduate of the Robert H. Smith School of Business at The University of Maryland. He is an inactive Certified Public Accountant (CPA) and an Accredited Investment Fiduciary® (AIF®); and has received formal training in investment fiduciary responsibility. He has FINRA Series 7, 24, 63, 65 securities registrations and Life & Health Insurance licenses. 

Brett lives in Rockville Maryland with his wife and three kids and is enjoying his kids’ college experiences. When he is not working with clients, Brett enjoys fitness, skiing, travel, spending time at the beach, and challenging himself with an occasional Tough Mudder or 10k race.