Eduardo Gimenez, AIF®, CFP®
Vice President - Retirement
HUB Retirement and Wealth Management
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Background
Eduardo is the Vice President of Retirement at HUB Retirement and Wealth Management in Rockville, Maryland. He provides retirement plan strategies and services to corporations, non-profit organizations and small businesses. At HUB, Eduardo is a member of the Non-Profit Specialty Group.
Eduardo focuses on investment analysis and due diligence to employee communications and vendor fee benchmarking. His strategic process seeks to assist in protecting employers from corporate and personal financial liability and most importantly, works towards improving financial well-being for all employees.
Eduardo holds the Certified Financial Planner (CFP®) designation from the Certified Financial Planner Board of Standards and the Accredited Investment Fiduciary (AIF®) designation from Fi360. He has received numerous industry awards, including The Financial Times Top 401 Retirement Advisors in the years 2016-2018.
He has served on multiple boards throughout his career. In 2014-2018 he served on the board for The Institute for Conservation Leadership. He was also a board member for The Charlottesville Waldorf School for 6 years.
Advisor Location
1445 Research Boulevard, Suite 210 Rockville, MD 20850
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
- Executive Benefit Consulting
The Financial Times 401 Top Retirement Advisors 2018: The Financial Times 401 Top Retirement Advisors is an independent listing produced annually by the Financial Times (September 2018). 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 management, DC plan growth rate, specialization in DC plans, years of experience, advanced industry credentials, and compliance record. Out of 678 applications; about 59% of which (401) received the award. This honor 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.
The Financial Times 401 Top Retirement Advisors 2017: The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced annually by the Financial Times (September 2017). 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 seven primary areas: DC plan assets under management (AUM), DC AUM growth rate, specialization in DC plans, years of experience, advanced industry credentials, compliance record and DC plan participation rate. This honor 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. For the 2017 FT 401 ranking, the FT received about 550 applications. Only advisors who complete an application can be considered for the ranking. Please also note, only advisors who meet a minimum set of criteria are invited to apply: manage at least $50 million in assets under management in DC plans (as of 12/31/16); and have DC plan assets account for at least 20% of total AUM. 401 advisors are selected to the list, which is approximately 73% of applicants.
The Financial Times 401 Top Retirement Advisors 2016: The Financial Times 401 Top Retirement Plan Advisors is an independent listing produced by the Financial Times (September 2016). To qualify as a candidate for the FT 401, an advisor must: manage at least $75 million in assets under management in DC plans; and have DC plan assets account for at least 20% of total AUM. Once an advisor applies, The Financial Times scores each applicant on seven different factors to arrive at the final list. Those factors are: DC assets under management (AUM); Growth in DC plan business; Specialization in DC business; Years of experience; Industry certifications; Participation rate in DC plans; Compliance record. The FT 401 is based on data gathered from financial advisors, regulatory disclosures, and the FT’s research. The FT 401 ranking highlights the top defined contribution (DC) plan advisors across the U.S. In 2016, The Financial Times had over 540 pre-qualified advisors apply; 401 (74%) were named to the final list. This award does not evaluate the quality of services provided to clients and is not indicative of this advisor’s future performance. Neither the advisors nor their parent firms pay a fee to Financial Times in exchange for inclusion in the FT 401. The FT 401 ranking is produced by the Financial Times and Ignites Research, a subsidiary of the FT.