Brett Hoffman, AIF®

Brett is an advisor of Commonwealth Financial Network 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 20 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 Commonwealth Financial Network, 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 children. When he is not working with clients, Brett likes to travel, coach his children’s sports teams, and challenge himself with an occasional Tough Mudder or 10k race.

Brett Hoffman offers securities and advisory services through Commonwealth Financial Network®, Member http://www.finra.org/www.sipc.org, a Registered Investment Adviser. Brett Hoffman is an employee of HUB International. HUB Retirement and Private Wealth is not a registered broker dealer or registered investment adviser. HUB and Commonwealth are separate and unrelated entities.

HUB International and Commonwealth are engaged in a referral arrangement where HUB refers potential clients to Commonwealth Advisors. HUB is not a client of Commonwealth.  HUB receives all commissions and fees, as applicable, that the advisor would receive from Commonwealth resulting from these referrals. These payments create a financial incentive for HUB to recommend Commonwealth over other firms where no compensation is received, resulting in material conflicts of interest. This referral may not be representative of the experience of others and is not a guarantee of future performance or success. To learn more about Commonwealth, search wherever local businesses are reviewed.