HUB Retirement and Wealth Management
Los Gatos, CA
Office Address
236 N. Santa Cruz Avenue
Suite 224
Los Gatos, CA 95030
Hours of Operation:
Mon – Fri: 8:30 AM – 5:00 PM
Our Story
At HUB Retirement and Wealth Management – Los Gatos, we are an independent 401(k) investment consulting and fiduciary processes firm. We provide 401(k) retirement plan consulting services in various areas, including independent 401(k) investment consulting, review and help establish fiduciary processes and best practices, retirement readiness, plan optimization strategies, benchmarking, and investment selection assistance and monitoring.
How We Help
Whether you want to promote better outcomes for your workforce or pursue your individual financial planning goals, we can help.
Retirement
We help you attract and retain employees with innovative retirement plan solutions
Private Wealth
Our mission is to help you define where you want to go and help you get there
Financial Wellness
We strive to help your employees reduce financial stress at work and pursue better outcomes
Our Team
When you work with one of our Financial Consultants, you can count on a partnership founded on knowledge and motivated by an authentic desire to help. Whether you want advice or need a plan, helping you pursue your financial goals will be their priority.
Financial Consultants
Christopher J. Clark
Client Support
Kimberly Mardock
We’re by your side for all your needs, in business and in life.
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