David W. Hoffmann, CFP®, AIF®, CPFA®
Founder and CEO of Justabout Wealth Management
I have 26 years of experience as a Financial Advisor, and I am 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 one of those firms, DB Root & Company, where I spent over 20 years. It was always my dream to own my own financial advisory company, and that dream has become a reality!
I focus on serving a diverse group of high net-worth clients, as well as growing new client relationships. I am a CERTIFIED FINANCIAL PLANNER™ certificant (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®) and Certified Plan Fiduciary Advisor (CPFA®) designations.
I really enjoy being active in the community to help others and to network for my business. I have been a member of Christ United Methodist Church in Bethel Park for over 20 years, and I serve on the church’s Endowment Committee. I am currently on the Board of Directors for the River City Brass Band and in charge of our Gala event, the largest fundraiser for the band. I have been a Rotarian for 8 years and am currently the Chair of the Pittsburgh Rotary Club Foundation Board of Directors. The Foundation is responsible for investing and funding service projects for the club. I previously completed two years as Treasurer for the Peters Township High School Boys Tennis Backers and two years as President of the PT Diamond Backers for the baseball team. On the networking side, I am the founding member of the Three Rivers Chapter of Business Network International (BNI), a member of Valley Brook Country Club and the Peters Township, Washington County, South West Regional, and Southpointe Chambers of Commerce.
In 2010, I was named to Pittsburgh Magazine’s “40 Under 40″ in recognition of my positive impact on the region’s development and success in my profession.* In 2023, I was named one of AdvisorHub’s Top 100 Solo Advisors to Watch, ranked #22 overall and first in the state of Pennsylvania.** I have been featured on KDKA-TV news, WPXI-TV news, and PCNC’s Night Talk and have also been quoted or featured in articles in Investment News, USA Today, Pittsburgh Tribune-Review, GEICO Direct magazine, and IN Peters Township and IN Canon Mac magazines.
I graduated cum laude with a B.A. degree from Dickinson College and hold a Master’s degree in Public and International Affairs and a Western European Studies certificate from the University of Pittsburgh.
I have been married to Michelle for over 24 years, and we the proud parents of three – Christian, Colin, and Anna. I love playing golf and softball, and I have thoroughly enjoyed coaching my kids and many others in hundreds of games of baseball, softball, flag football, and basketball over the years. I am also a certified SPIN® instructor and teach classes regularly at the Health Club at Southpointe, so come and take a class at 6AM on a Thursday morning with me!
*Following a rigorous review and selection process, all Honorees are chosen by a judging panel of past 40 Under 40 winners, community leaders, and program hosts and sponsors, based on professional and community achievements. The award is not indicative of the investment advisor’s future performance.
**The AdvisorHub Advisors to Watch rankings are created by AdvisorHub. Participation is open to all firms and advisors. 1,219 nominations were received and considered for the award. The Advisors to Watch ranking uses three main criteria in its methodology: 1) Scale: Assets Under Management, revenue/production, client households, team size and number of Financial Advisors on the team; 2) Growth: The year over change in assets, households, team size and production/revenue; 3) Professionalism – Regulatory record, community involvement, professional credentials, and team diversity. Advisors must meet the following minimum criteria: 7 years of experience as an advisor; a clean regulatory record (2 or fewer complaints with no significant judgments); at least two years at your current firm and in good standing; and minimum $100m AUM. The subcategories the advisors may qualify for include: 50 Advisors to Watch Over $1Bil, 50 Advisors to Watch Under $1Bil, 100 RIAs to Watch, 25 Women Advisors to Watch, 25 Next Gen Advisors, 100 Solo Practices and 200 Fast Growing Advisors to Watch. There is no sales requirement nor any client consultation for the award. The representative applied for the award but no fee was paid to be considered. Third-party rankings and recognitions are no guarantee of future investment success and do not sure that a retail investor will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
