Ian W. Hartley, AIF

Ian is an advisor and Managing Partner of HUB Retirement and Wealth Management office in University Place, WA. For employer-sponsored retirement plans, he provides investment recommendations, independent guidance on fiduciary oversight, investment due diligence, and fee benchmarking. He also guides private wealth clients in building personalized strategies around their financial goals.

With more than 26 years in the industry – including wealth- and retirement-plan-focused roles at Merrill Lynch, Russell Investment Group, and The Hartford – Ian has been with the firm since 2010. He holds a BS in General Management and Systems Engineering from the U.S. Military Academy at West Point and an MBA in Finance from the University of Washington; is an Accredited Investment Fiduciary (AIF®); and maintains his Series 7 and 24 securities registrations through LPL Financial, and the Series 66 registration through both LPL Financial and Global Retirement Partners (GRP).

A California native, Ian has built his life in Tacoma over many years. When he’s away from the office, he enjoys traveling, catching up with friends, and spending time with his two teenagers, Jack and Ella.