Dennis Bielik, CFP®, CFA, FRM®
Executive Vice President
Background
Dennis Bielik is an Executive Vice President at HUB Retirement and Private Wealth, where he excels in fostering strong relationships with clients, partners, and financial representatives. With an extensive background in the financial services industry, Dennis is dedicated to delivering effective financial solutions that empower both private and institutional clients to achieve their goals.
Currently, Dennis leads the strategic initiatives at HUB Retirement and Private Wealth, guiding organizations and clients toward meeting their financial objectives. Leveraging his wealth of experience and profound understanding of market dynamics, Dennis formulates innovative strategies that navigate complex financial landscapes, ensuring the best outcomes for his clients.
Driven by his unwavering passion for financial education, Dennis is proud to leverage FinPath—a workplace financial wellness benefit—to provide comprehensive financial coaching solutions to employees throughout the country. Recognizing the importance of empowering individuals with knowledge and expertise, Dennis actively promotes financial literacy and assists employers in making informed decisions that positively impact the financial well-being of their staff.
Dennis earned his undergraduate degrees from The University of Texas at Arlington and holds a Master’s degree in Political Science with a specialized focus on Political Economics. His academic background coupled with his diverse professional experience at reputable institutions such as Woodforest National Bank, Charles Schwab, and TD Ameritrade has equipped him with a broad perspective and a deep understanding of the intricate workings of the financial industry.
Advisor Location
900 S Capital of Texas Hwy, Ste 350, Austin, TX 78746
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