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HUB Retirement

and Wealth Management

Dedicated to helping you and your organization get ready for tomorrow.

Office Addresses:

201 South Lake Avenue
Suite 507
Pasadena, CA 91101

Office Contact:

(Main) 626-389-3291

(Fax) 617-916-0333

Let’s take your next financial step together!

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 Story

At HUB Retirement and Wealth Management – Pasadena, our partners boast a wealth of collective experience exceeding 50 years in the fields of wealth management and retirement plan consulting. Drawing from their extensive tenures at prominent financial institutions such as Merrill Lynch, Morgan Stanley, and Royal Bank of Canada, they consistently deliver a superior level of service and expertise within their industry. Following successful careers at these larger firms, the team transitioned to a more independent and innovative model.

At our core, we are dedicated to offering a direct and personalized approach to financial planning and corporate retirement needs. By tailoring our services to your unique circumstances, we create financial plans that align with your goals and aspirations. Our team implements these plans meticulously, considering optimal asset allocations and efficient distribution methods. Our wealth management approach is based on process rather than product – aiming to better correlate portfolio asset allocation and risk profiles directly to the specific needs and goals of each of our clients.

If you are searching for fiduciary guidance for your corporate retirement plan, we pride ourselves on delivering transparent and premium guidance to help attract and retain talent. We partner with retirement plan sponsors to address key issues, including fiduciary liability, employee financial wellness and engagement, and overall plan health.

Our group applies sound principles of financial planning and behavioral finance to tailor investment and retirement plan solutions that fit the goals of our clients.

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

Upcoming Events

Take a look at upcoming events hosted by our firm.

Financial Insights

Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.

Market Commentary: Staying Steady Amid the Swings

Market Commentary: Staying Steady Amid the Swings

April’s markets reflected a classic case of short-term volatility amid long-term uncertainty, with U.S. stocks dipping slightly while international equities and bonds offered relative stability. As Van Morrison sang, “there’ll be days like this,” reminding investors to stay the course when markets feel uncertain.

Office Information

Hours of Operation:

Mon – Fri: 8:00 AM – 5:00 PM PST

Office Addresses:

201 South Lake Avenue, Suite 507, Pasadena, CA 91101

Office Contact:

(Main) 626-389-3291

We’re by your side for all your needs, in business and in life.

 

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We’re by your side for all your needs, in business and in life.