Kim Cochrane, QPA®, TGPC

Kim Cochrane is the Director of Client Services of HUB Retirement and Wealth Management in Rockville, MD. She has over 25 years of experience, primarily in the consulting area of IRS, Department of Labor and ERISA regulations.

Kim focuses on corporate and non-profit retirement plans, including pension plans, 401(k) plans, 403(b) plans, profit sharing, cash balance and executive benefit plans. Kim’s day to day responsibilities include working with plan trustees on addressing their fiduciary responsibilities and working with individuals on managing their retirement accounts. At HUB, Kim is a member of the Non-Profit Specialty Group.

Kim holds the FINRA Series 6, 63 and 65 securities registrations*, life and health insurance licenses and is a credentialed and active member of The ARA (American Retirement Association), NAPA (The National Association of Plan Advisers) and WIPN. She holds the Qualified Pension Administrator (QPA®) designation and the Tax-Exempt and Governmental Plan Consultant (TGPC) designation.

Prior to joining HUB in January 2022, she was the Director of Client Services with Raffa Retirement Services. She has spent over 20 years as a Relationship Manager and Consultant at some of the biggest recordkeepers in the industry.

*Series 6 and 63 securities registrations held through LPL Financial. Series 65 securities registration held through Global Retirement Partners, LLC.