Stefan Sabbagh, CRPC®
Director, Retirement and Private Wealth
HUB Retirement and Wealth Management
Background
Stefan Sabbagh joined HUB Retirement and Wealth Management in 2023 and brings over 18 years of experience in the financial industry by working with retirement plan participants, individual private wealth clients as well as small business owners. Stefan is part of a team dedicated to bringing financial resources to retirement plan participants.
In his former roles, Stefan worked as a Senior Retirement Consultant with Voya Financial for 15 years and as a Financial Advisor with Ameriprise for 3 years. Stefan brings a passion for helping individuals identify and pursue their retirement goals through wealth management and financial planning.
Stefan earned his B.A. from the University of Connecticut. He holds the Chartered Retirement Planning Counselor (CRPC®) designation, the Series 6, Series 7 and Series 63 securities registrations through LPL Financial and the Series 65 securities registration through Global Retirement Partners, LLC.
When not in the office, Stefan enjoys spending time with his family.
Advisor Location
396 Commonwealth Avenue Unit D-2A Boston, MA 02215
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