Sean Bjork, AIF®, CIMA®, CPWA®
Senior Vice President
Background
Sean C. Bjork is a Senior Vice President with HUB Retirement and Wealth Management. He works with the finance and HR leaders at middle-market employers, helping them build plans that are designed with the goal of attracting and retaining talent and guiding their employees through the financial decisions that shape their lives.
Sean entered the retirement plan industry in 1998 on the recordkeeping side and founded Bjork Asset Management in 2007, joining HUB in 2026 with the same team, process and service philosophy. One conviction has guided the work throughout: fees and fund lineups fill most of the committee agenda because they are the easiest things to measure, while the decisions that determine whether someone retires with dignity and on their own terms are made by participants between meetings. Sean builds his practice around closing that gap.
He was named the PLANADVISER Retirement Plan Adviser of the Year in Participant Services (2025)* and has been recognized as a PLANADVISER Top Retirement Plan Adviser (2023 and 2024)* and a Financial Times 401 Top Retirement Advisor (2020)*. He holds the CIMA®, CPWA® and AIF® designations, an MBA from the University of Chicago Booth School of Business and a BA from St. Lawrence University where he captained the NCAA Div I alpine ski racing team.
Beyond work and family, Sean serves his community as a volunteer firefighter and EMT, coaches youth alpine ski racing and Brazilian jiu-jitsu, and spends as much time as he can in the mountains with his family.
Areas of focus
- Employee Financial Education
- Employee Financial Wellness
- Employee Retirement Plans
- Executive Benefits
- Fiduciary Services
- Institutional Advisory
- Wealth Management
Get in touch with Sean Bjork, AIF®, CIMA®, CPWA®
Deerfield, IL · 312-464-7072
PLANADVISER Retirement Plan Adviser of the Year, Participant Services, 2025
Nominees are judged on a mixture of qualitative and quantitative measures, including tenure in the business; retirement plan business as a percentage of practice revenue; answers to essay questions; compliance records; and willingness to serve in a fiduciary role to clients’ plans. Finalists are interviewed by judges before a winner is selected. No fee was charged in exchange for this award. The rating is not indicative of the nominee’s future performance. This award was announced in May 2025 and reflects data as of September 30, 2024.
PLANADVISER Top Retirement Plan Advisers, 2023
To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. After meeting the minimum plan or asset count, advisers are highlighted if they have what was designated as a special focus in any particular plan type. This means, 150 or more 401(k) plan clients, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients. No fee was charged in exchange for this award. The rating is not indicative of the nominee’s future performance. This award was announced in March 2023 and reflects data from December of 2022.
PLANADVISER Top Retirement Plan Advisers, 2024
To be listed, advisers had to have a minimum requirement of 50 plan clients or retirement plan assets under advisement of $400 million or more. After meeting the minimum plan or asset count, advisers are highlighted if they have what was designated as a special focus in any particular plan type. This means, 91% – 100% of clients that are 401(k) plan sponsors, or 10 or more 403(b), 457, nonqualified, DB, cash balance, SEP, SIMPLE or MEP/PEP plan clients. No fee was charged in exchange for this award. The rating is not indicative of the nominee’s future performance. This award was announced in March 2024 and reflects data from December of 2023.
The Financial Times 401 Top Retirement Advisors, 2020
The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (October 2020). The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA), DC AUA growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record. A total of 855 advisors applied for the award, of which 401 were selected (47%). This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401. No fee was charged in exchange for this award. The rating is not indicative of the nominee’s future performance. This award was announced in