HUB Retirement and Wealth Management

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.