Kris Maleski, AIF®
Senior Financial Advisor
HUB Retirement and Wealth Management
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
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
*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