John Biondo, CPFA®, CRPS®
Senior Vice President
HUB Retirement and Wealth Management
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Background
John Biondo is a Senior Vice President at HUB Retirement and Wealth Management – Woodbury, NY. With a career spanning over 30 years in the financial services industry, he specializes in fiduciary advising, retirement plan design, investment selection consulting, asset management, and participant consulting.
Beginning his career on Wall Street in 1987 with Bear Stearns Inc., John underwent a comprehensive management trainee program, gaining exposure to various operational facets of the firm. By 1989, he transitioned into individual investment consulting, focusing notably on the retirement plan market.
In 1992, John co-founded JW Retirement Group, where he served as a Managing Partner, dedicating nearly three decades to the retirement industry. His expertise and leadership led to the acquisition of JW Retirement Group by HUB International in November 2019.
John’s professional achievements include consistent recognition in industry award programs. Most recently, John was named to the PLANADVISER 2023 Top Retirement Plan Advisers list and the NAPA 2022 Top DC Advisor Teams list. He is an alumnus of the State University of New York at Fredonia where he received his Bachelor of Science in Business Administration – Marketing. John holds several licenses and certifications including the Series 7, 31, 63, and 65, Life, Health, Disability & Annuity Insurance licenses, the Chartered Retirement Plans Specialist (CRPS®) designation and the Chartered Plan Fiduciary Advisor (CPFA®) designation.
Areas of Focus
- Employer-Sponsored Retirement Plans
- Fiduciary Assistance
- Employee Financial Wellness
- Financial Education
- Executive Financial Planning
- Employee Financial Education
PLANADVISER Top Retirement Plan Advisers 2023 – The PLANADVISER Top Retirement Plan Advisers recognition is based solely on self-reported quantitative data about an adviser’s practice, including number of retirement plan assets under advisement, number of plans under advisement, and percentage of business coming from defined benefit, 403(b), nonqualified plans and other plan types. Because this recognition is based solely on quantitative figures, there is no judging or subjective measurement. The period used for consideration for award recognition is typically the previous calendar year. The Top Retirement Plan Advisers are selected by choosing the approximate top third of advisers that submit entries annually. Minimum Criteria for consideration: Majority of business conducted is in retirement plans, and acceptable compliance record. Neither advisory firms nor their employees pay a fee in exchange for this award. The rating is not indicative of the applicant’s future performance.
2022 NAPA Top DC Advisor Team – Established in 2017, nominees had to be individual advisor team/offices with a defined contribution book of business in a single physical location. To be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution (DC) assets under advisement. The list is created and conducted by the National Association of Plan Advisors, an affiliate organization of the American Retirement Association, a non-profit association. In 2022, 438 applications were submitted and 430 were on the final list. The rating is not indicative of the Advisor’s future performance. No fee is charged to participate.