Joe Conzelman, CPFA®, CRPS®
Vice President, Retirement Plan Advisor
HUB Retirement and Wealth Management
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Background
Joe Conzelman is a Vice President and Retirement Plan Advisor at HUB Retirement and Wealth Management. Based in Texas, Joe has over a decade of experience in the retirement space. Most recently, he was named a 2024 Top Retirement Plan Advisor Under 40 (a.k.a. “Aces”) by the National Association of Plan Advisors (NAPA).
Joe earned his MS in Personal Financial Planning from Texas Tech University. He also holds the Certified Plan Fiduciary Advisor (CPFA®) designation and the Chartered Retirement Plan Specialist (CRPS®) designation.
Advisor Location
601 N. Mesa Suite 1550 El Paso, TX 79901
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
NAPA Top 100 Plan Advisors Under 40 2024: Established in 2014, the list of “Aces” is drawn from nominations provided by NAPA Broker-Dealer/RIA Firm Partners and vetted by a blue-ribbon panel of senior advisor industry experts based on a combination of quantitative and qualitative data submitted by the nominees, as well as a broker-check review. One of the first of NAPA’s standard-setting industry lists, many of the individuals who have been recognized here have gone on to become the very industry leaders this recognition was designed to help identify. In 2024, 536 nominations were received, and from that, 268 completed the application. 100 were ultimately selected.