Trish Gildea, CFP®

Trish Gildea joined HUB Retirement and Wealth Management in 2010 as a Senior Financial Planner in the personal financial management and tax planning division. She brings over twenty years of experience in investment management, research and trading at three major mutual fund companies.

For the last fifteen years, she has focused on individual financial planning and investment education. Trish assists clients with retirement planning, college planning, asset allocation and estate planning, among other goals.

She earned her B.B.A. in Finance from St. Bonaventure University, and her M.B.A. from Babson College. Trish is a Certified Financial Planner (CFP®) practitioner, and a LPL Financial Registered Representative.