Deeply rooted in your financial goals

We believe that good financial planning advice is invaluable—it helps prepare you for whatever life brings. But it is especially important during times of major life change. Our process focuses on you and the priorities, goals, concerns and beliefs that will ultimately impact your financial well-being for years to come. We're here to help you tackle your concerns and embrace the opportunities that can enrich and empower you today and for years to come.

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Brett Hina, CRPS, CIMA, CPWA

Senior Vice President–Wealth Management

Brett is the Senior Portfolio Manager on the UBS Cornerstone Wealth Management Team. His base clientele is high net worth clients, professionals, business owners, retirees and successful families. Brett leads with financial planning. He provides financial recommendations based on each individual's curated financial plan.

Brett has over 25 years of investment experience and is a Senior Vice President and Senior Portfolio Manager with UBS. He has worked at UBS for 17 years and has held several leadership roles at the firm.

Brett graduated from the Wharton Business School at the University of Pennsylvania, with a dual concentration in Management and Marketing (Bachelors in Business Administration). He has a Masters in Liberal Arts from the University of Pennsylvania and completed his Capstone research project on Economic History. In addition, Brett has an MBA from Saint Joseph's University. Brett has numerous industry credentials – he obtained the Certified Investment Management Analyst (CIMA®) certification while attending a program at Wharton and the Certified Private Wealth Analyst (CPWA®) certification from Yale University. Further, Brett acquired the Certified Retirement Plan Specialist (CRPS®) certification from the College of Financial Planning. Brett is also a Retirement Plan Consultant and has completed the UBS Wealth Advisor Program.

Brett serves as an adjunct professor of finance at Stockton University and has assisted with the Penn Alumni interview program for the last decade.

Brett holds Series 7, 9, 10, 63 and 65 securities licenses and is a member of the Investment and Wealth Institute. Brett has been recognized in Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023.

Outside the office, Brett is an avid runner. He has completed dozens of marathons and other distance races.

Registered States:
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • IL
  • IN
  • MA
  • MD
  • ME
  • MI
  • MT
  • NC
  • NH
  • NJ
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • TN
  • TX
  • VA
  • VT

Recognized as an industry leader:

  • Forbes Best-in-State Wealth Advisors, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes Best-in-State Wealth Management Teams, 2024The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • Bachelors in Business Administration, Wharton Business School, University of Pennsylvania
  • Masters in Liberal Arts, University of Pennsylvania
  • MBA, Saint Joseph's University

Credentials

  • Senior Portfolio Manager
  • Certified Investment Management Analyst®
  • Retirement Plan Consultant
  • Chartered Retirement Plans Specialist
  • Wealth Advisor

Financial planning
Retirement planning
Estate planning strategies
Philanthropy
Investing
Retirement Plan consulting
401(k) plan services
Impact investing
1735 Market Street
Mellon Bank Center
44th Floor
Philadelphia, PA 19103
  • (609) 677-2283

Email Me

Brett Hina, CRPS, CIMA, CPWA is also part of:
Cornerstone Wealth Management

A focus on personalized access and service

Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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