J.R. Chocco, Ph.D., CIMA®
Vice President - Finance & Retirement Plan Services
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Background
J.R. Chocco is the Vice President – Finance & Retirement Plan Services at HUB Retirement and Private Wealth in San Clemente, CA. J.R. brings over 20 years of experience as a Chief Financial Officer/Chief Operating Officer, providing C-level insight to retirement committees.
His specialties include fee benchmarking, fiduciary governance, investment monitoring and selection, mergers & acquisitions, sponsor match studies and retirement plan design. J.R. earned a Ph.D. in Quantitative Finance, and he utilizes this knowledge when analyzing investment risk for clients. He holds the Certified Investment Management Analyst (CIMA®) designation.
Advisor Location
Main Office:
927 Calle Negocio Suite G San Clemente CA 92673
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
- Executive Benefit Consulting
Get in touch with J.R. Chocco