Kyle Posvistak
Executive Vice President
Background
Kyle Posvistak is an Executive Vice President at HUB Retirement and Private Wealth. Prior to this role, he was a founding member and Principal of GRP Financial California.
With his extensive knowledge of recordkeepers and vendors, he negotiates cost-effective retirement plan solutions while achieving client’s desired plan objectives.
Kyle is passionate about educating participants and plan sponsors on all aspects of retirement plans. Writing and presenting numerous educational pieces, Kyle is proficient at implementing effective communication strategies promoting employee engagement in their financial futures through retirement plan investing.
Kyle is dedicated to creating lasting relationships with all clients by assisting with any retirement plan challenges faced. He does so by being an extension of his clients’ HR team.
In his down time, Kyle can be found spending time with his four kids, at the beach, or on a golf course.
Advisor Location
927 Calle Negocio Suite G San Clemente CA 92673
Areas of Focus
- Employer-Sponsored Retirement Plans
- Fiduciary Assistance
- Employee Financial Wellness
- Financial Education
- Executive Financial Planning
- Employee Financial Education
- Executive Benefit Consulting