Wes Previant, CFP® CPFA®
Executive Vice President
Background
Wes was born and raised on a farm in Minnesota and made the daring journey to the West Coast in pursuit of freedom from his small town. He graduated from the University of Arizona with his Bachelor’s degree in Business Management.
Wes’s dedication to his profession is evident through his prestigious designations, including the Certified Financial Planner™ (CFP®) from the College for Financial Planning and the Certified Plan Fiduciary Advisor™ (CPFA®) designation. With over 23 years of industry experience, he held a prominent role overseeing Morgan Stanley’s retirement advisory services in the Western United States before joining HUB Retirement and Wealth Management.
He currently lives in Glendale with his wife, two young sons and their rambunctious puppy, Chance. You will find Wes coaching his son’s baseball team on the weekends or smoking a tri tip for dinner. His family shares a mutual love for travel, often embarking on adventures in their Airstream, rekindling their connection to his rural roots and cherishing the freedom of escaping the bustling city life.
Advisor Location
201 South Lake Avenue Suite 507 Pasadena, CA 91101
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