David W. Hoffmann, CFP^®

AIF^®

CEO

Justabout Wealth Management

1350 Old Pond Road
Bridgeville, PA 15017

FINANCIAL ADVISOR'S WEBSITE

www.justaboutwealth.com

(724) 754-1440 CONNECT WITH David

Compensation

COMPENSATION METHODS

Commission and Fee

COMPENSATION CONSIDERATIONS

I am part of a hybrid RIA, meaning I can do business through fees or commissions. Around 98% of my business is fee-based.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Justabout Wealth Management

Justabout Retirement Plans

General

David Hoffmann is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association. Serving clients at Justabout Wealth Management in Bridgeville, PA and the surrounding communities.

Financial Advisor Overview

I am focused on serving high net-worth clients, as well as growing new client relationships. I am a Certified Financial Planner™ designee (CFP®), counseling clients in the areas of financial planning and investment management. I am a licensed insurance agent, helping clients with life, disability and long-term care insurance. I also advise corporate clients regarding their company-sponsored retirement plans, including the management of 401(k)s, SEP plans, SIMPLE Plans, and defined benefit pension plans, with my Accredited Investment Fiduciary (AIF®) designation.

Financial Advisor Experience

I have more than 27 years of experience as a Financial Advisor and is the founder and CEO of Justabout Wealth Management. I was previously employed at two other local firms, where I served as Vice President and Wealth Manager. I was a shareholder at DB Root & Company, where I spent over 20 years.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 6, 63, 65

Designations & Certifications

CERTIFIED FINANCIAL PLANNER^®

Insurance Licenses

Life insurance: PA, OH, VA, NE
Fixed annuities
Variable annuities

Broker-Dealer Affiliation

Triad Advisors LLC

Broker-Dealer Disclaimer

Securities offered through Osaic Wealth, Inc. Member FINRA/SIPC. Investment Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory). Osaic Wealth andOsaic Advisory are separately owned and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth and Osaic Advisory.

FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Investment Management, Limited Partnerships, Employee Benefits, Getting Married, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Nontraditional Households, Special Needs