Kris Maleski, AIF®

Senior Financial Advisor

HUB Retirement and Wealth Management

Rockville, MD
| 301-545-1578  | Send a Message | Book a Meeting

Background

As a Senior Financial Advisor, Kris Maleski helps pilot HUB Retirement and Wealth Management – Rockville’s strategic vision and operational excellence. He brings over 15 years of dynamic leadership experience to the HUB team.

Kris has a wealth of knowledge in consulting 401(k), 403(b), Defined Benefit, Non-Qualified Deferred Compensation, Cash Balance, Private Wealth Management, and Executive Benefit plans for business owners and individual clients. Prior to HUB, he worked for a registered investment advisory firm as a Senior Portfolio Trader and Investment Analyst helping to manage over $600M in assets under management.

At HUB, Kris is actively involved in the industry as a member with NAPA (National Association of Plan Advisors). He has also received industry recognition with NAPA Net 2024 Aces Under 40*, and PLANADVISER’s 2024 Top 100 Retirement Plan Advisers awards*.

Beyond his daily work, Kris is involved with the HR non-profit association WATRA (Washington Area Total Rewards Association). He enjoys time with family in Texas/Pittsburgh, running, hiking, and being anywhere near water.

Kris holds the Accredited Investment Fiduciary (AIF®) designation, Life and Health insurance license, and maintains his Series 7 and 63 securities registrations through LPL Financial, and his Series 65 securities registration through Global Retirement Partners, LLC, a HUB International Company.

Advisor Location

Main Office:

1445 Research Boulevard, Suite 340 Rockville, MD 20850

Areas of Focus

  • Wealth Management
  • Financial Planning
  • Investment Advisory
  • Tax and Estate Planning Strategies
  • Employer-Sponsored Retirement Plans
  • Fiduciary Assistance
  • Employee Financial Wellness
  • Financial Education
  • Executive Financial Planning
  • Employee Financial Education
Get in touch with Kris Maleski
Award Disclosures:

*PLANADVISER Top Retirement Plan Advisers 2024: To be included in this year’s list, advisers had to have a minimum of 50 plan clients or retirement plan assets under advisement of $400 million or more, as of year-end 2023. 

*NAPA Young Guns: Top Retirement Plan Advisors Under 40 2024: Officially the NAPA Top Retirement Plan Advisors Under 40, a.k.a. “Aces” – is based on applications received from nominees designated by NAPA Broker-Dealer/RIA Firm Partners