Dave Wolven, AIF, CRPS

Financial Advisor

HUB Retirement and Wealth Management

Blue Bell, PA

Background

With sixteen years of comprehensive experience in retirement planning and investment sales, Dave partners with plan sponsors to strengthen investment governance, improve participant outcomes, and navigate an evolving regulatory landscape.

Before joining HUB in 2023, Dave spent ten years at ADP Retirement Services, where he held roles in sales and retirement education. For seven of those years, he traveled the country speaking directly to employees about the importance of saving for retirement and preparing for their future. He also held a senior relationship manager role at Empower. This background shapes his personalized approach to 401(k) education and plan sponsor consulting today.

Dave holds his Series 6, 63, and 65 licenses, along with Life, Health, Annuity, and Property Casualty licenses. He is also a Chartered Retirement Plan Specialist (CRPS™) and Accredited Investment Fiduciary (AIF®). Dave resides in New Jersey and is based in Greater Pennsylvania, Dave serves plan sponsors throughout the region, leveraging his extensive background to deliver meaningful results.

Advisor Location

Main Office:

980 Jolly Road Suite 100 Blue Bell, PA 19422

Areas of Focus

  • Employer-Sponsored Retirement Plans
  • Fiduciary Assistance
  • Employee Financial Wellness
  • Financial Education
  • Executive Financial Planning
  • Employee Financial Education
  • Institutional Investment Advisory
  • Institutional Cash Management
Get in touch with Dave Wolven