Manuel (Manny) Mejia, AIF, CRPS
Fiduciary Advisor
HUB Retirement and Wealth Management
Background
Manny Mejia, CRPS™, AIF®, is a Financial Advisor with HUB International’s Retirement and Wealth Management practice in Blue Bell, PA. With over a decade of experience in retirement planning, annuities, and investment sales, Manny partners with plan sponsors to strengthen investment governance, improve participant outcomes, and navigate an evolving regulatory landscape.
Before joining HUB, Manny held roles at Hartford Funds and Lincoln Financial Distributors, where he supported national retirement wholesaling teams and led a Hispanic-market annuity sales initiative — experience that shapes his approach to bilingual participant education today. He is fully bilingual in English and Spanish and works closely with plan committees to design and deliver 401(k) education that reaches diverse workforces effectively.
Manny holds his Series 7, 6, 63, and 65 licenses, along with Chartered Retirement Plan Specialist (CRPS™) and Accredited Investment Fiduciary (AIF®) designations. He is based in Blue Bell, PA and serves plan sponsors across the Greater Pennsylvania region.
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
- Institutional Investment Advisory
- Institutional Cash Management
- Business Planning Services
- Exit Planning
- Life, Disability and Long-Term Care Insurance
