Brett Hina, CRPS, CIMA, CPWA is a Senior Vice President and Senior Portfolio Manager at UBS Financial Services Inc. in Philadelphia, PA. With over 25 years of investment experience, Brett specializes in providing financial planning advice to high net worth clients, professionals, business owners, retirees, and successful families. He is known for his expertise in creating curated financial plans and offering personalized financial recommendations based on individual goals and priorities.
As a graduate of the Wharton Business School at the University of Pennsylvania, Brett holds a dual concentration in Management and Marketing. He also has a Masters in Liberal Arts from the University of Pennsylvania and an MBA from Saint Joseph's University. Brett has obtained several industry credentials, including the Certified Investment Management Analyst (CIMA), Certified Private Wealth Analyst (CPWA), and Certified Retirement Plan Specialist (CRPS) certifications. He has been recognized as one of Forbes' Best-in-State Wealth Advisors from 2019 to 2023.
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