PITTSBURGH — D.B. Root & Company is pleased to congratulate Vice President David W. Hoffmann, CFP®, AIF®, for achieving a milestone of 15 years with the firm. David joined D. B. Root in 1998 after spending 1 1/2 years at a national financial advisory firm. His credentials include being a CFP® professional designee, a registered representative of Commonwealth Financial Network (Member FINRA/SIPC), and a licensed insurance agent. David provides comprehensive wealth management services to families and individuals, in addition to his extensive expertise in retirement planning for both individuals and businesses.
In 2012, David was named Vice President and Shareholder of the company, where his role now includes being Chairperson of the firm’s Executive Committee. He is also involved in day-to-day management of the firm as well as recruiting and mentoring of advisors and assistants. “Dave’s initiative and leadership have played a big role in our growth over the past 15 years. Now, as a partner, his influence on our business continues to increase,” stated David B. Root, Jr., Founder and CEO.
David’s expertise and accomplishments have been recognized throughout the community. He has been a contributor to KDKA and WPXI television and has been quoted or featured in publications such as USA Today, Investment News, Senior Market Advisor, Geico Direct Magazine and Pittsburgh Tribune-Review. In 2010, he was named to Pittsburgh Magazine‘s “40 Under 40″ ** for being one of Pittsburgh’s leading young professionals. He has also been awarded as a “5 Star* ‘Best in Customer Service’” Wealth Manager for the past five years running in Pittsburgh Magazine.
“It is hard to believe it has been 15 years since I came to D. B. Root & Company! This firm has provided me with the ideal opportunity to learn the business and grow as a professional, while having the opportunity to service a high level of clients. I am even more excited about the future growth of the company and what the next 15 years will bring.
David’s extensive community involvement includes being on the Board of Governors and Membership and Young Executive Committees at the Rivers Club and the Men’s Ministry and Endowment Committees at Christ United Methodist Church. He has been involved in and has supported various charitable organizations in the local area. In 2013, he helped to spearhead the raising of over $14,000 for the Make-A-Wish Foundation through D. B. Root’s charitable golf outing and other fundraisers. He has also coached hundreds of youth baseball and basketball games over the past 10 years.
David and his wife Michelle live in Peters Township, and are proud parents of Christian, Colin, and Anna.
About D.B. Root & Company
The financial advisors of D. B. Root & Company provide wealth management and financial planning to individuals, families and businesses. Award winning advisors provide independent, personal financial advice including retirement planning, investment management, estate planning, tax advice, corporate seminars and executive counseling services. Founded in 1994, the firm is headquartered at 436 Seventh Avenue, Suite 2800, Pittsburgh, PA 15219 (412) 227-2800.