Gena Maier, RICP®, CPFA®, AIF®, CAS, CSS, CTS

Client Service Advisor

Sacramento, CA
| 831-759-6349  | Send a Message | Book a Meeting

Background

Gena began working in the financial services industry in 2006 working for a Financial Planner. She assisted with the wealth management, retirement, life insurance, annuity and estate planning areas of his practice. Gena played a key role in all aspects of the planning, implementation and servicing processes.

Gena joined HUB Retirement and Wealth Management in 2017 as a Senior Retirement Plan Coordinator and is now a Client Service Advisor.

Gena has earned the Retirement Income Certified Professional (RICP®), Certified Plan Fiduciary Advisor (CPFA®), Accredited Investment Fiduciary (AIF®), Certified Annuity Specialist (CAS), Certified Social Security and Medicare Specialist (CSS), and Certified Tax Specialist (CTS) designations.

Advisor Location

Main Office:

701 University Avenue, Suite 100 Sacramento, CA 95825

Sacramento, CA Office →

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
  • Life, Disability and Long-Term Care Insurance
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