Rich Hepp, AIF®

Rich Hepp, an Accredited Investment Fiduciary (AIF®), joined HUB Retirement and Wealth Management in November 2013, bringing over two decades of experience from Charles Schwab. During his tenure at Charles Schwab, where he managed multiple branches and financial consultants, Rich gained invaluable insights into retirement planning. Today, he leverages this expertise to advise companies of all sizes in developing effective retirement plan strategies. His areas of focus include fiduciary responsibility, plan design features, and employee education, all aimed at delivering optimal outcomes for employers and plan participants.

Rich earned his Bachelor of Science in Finance from Rider University in 1991. He holds several licenses, including the Series 7, 8, and 63 securities registrations through LPL Financial, the Series 66 through Global Retirement Partners, LLC, as well as Life and Health and Property & Casualty insurance licenses. 

Outside of his professional commitments, Rich actively contributes to his community. He has served as a Finance Committee member for the NHSD (New Hope/Solebury School District) and has held positions on the Board of Directors for the HOA of the North Point Community in Solebury, PA. Rich Hepp’s dedication to retirement planning and community involvement underscores his commitment to helping clients secure their financial futures.