D.B. Root & Company - Financial Planning - Our Team

David W. Hoffmann, CFP^®, AIF^®
Financial Advisor
d.hoffmann@dbroot.com

David, a CERTIFIED FINANCIAL PLANNER^TM professional, has been a financial advisor with D.B. Root since 1998 and concentrates his practice on helping families with comprehensive wealth management, as well as small- and mid-sized businesses with corporate retirement plans. As a registered representative of Commonwealth Financial Network (member FINRA/SIPC), he is also an Accredited Investment Fiduciary^® and licensed insurance agent. David counsels clients in the areas of investment management, retirement planning, life, disability and long-term care insurance, and estate planning. With his AIF^® designation, David assists businesses with implementing proper fiduciary practices, policies and procedures. Prior to joining D.B. Root, David was employed as a financial adviser with Waddell & Reed.

David has been featured as an expert contributor on WPXI (NBC affiliate) and KDKA (CBS affiliate) Pittsburgh-area television news programs, along with PCNC's “Night Talk” show. He has also been quoted and/or featured in several publications: USA Today, Investment News, Senior Market Advisor, GEICO Direct Magazine, and Pittsburgh Tribune Review. In 2009, he was named a "5-Star "Best in Client Satisfaction" Wealth Manager by Pittsburgh Magazine (results compiled by Crescendo Business Service, a national independent research firm).

David currently serves on the Young Executive Council of the Rivers Club in Pittsburgh and the Men's Steering Committee (RGANG) of Christ United Methodist Church. He is past chairperson and president of the Pittsburgh chapter of the Financial Planning Association, and founder and past president of the Three Rivers Chapter of Business Network International, each in which he is still actively involved.

He graduated cum laude with a B.A. degree from Dickinson College, as well as holding a master's degree in public and international affairs from the University of Pittsburgh.

David and wife Michelle are the proud parents of three - Christian, Colin and Anna. David enjoys playing golf and softball, however, his real passion these days is coaching his sons in baseball and basketball.

5-Star "Best in Client Satisfaction" Wealth Manager criteria included: knowledge/expertise, integrity, communications, quality of recommendations, value for fees charged, customer service, regulatory record and overall client satisfaction

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