SAN CLEMENTE, CA
HUB Retirement
and Wealth Management
Dedicated to helping you and your organization get ready for tomorrow.
Our Services
Our Story
Events
Office InfoLogin Links
Office Addresses:
927 Calle Negocio
Suite G
San Clemente, CA 92673
Office Contact:
(Main) 949-218-8086
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
Private Wealth
Financial Wellness
Our Story
At HUB Retirement and Wealth Management – San Clemente, our mission is to provide companies and plan sponsors with specialized resources for all retirement plan needs. We partner with a wide-array of organizations including for-profit, not-for-profit, and publicly traded companies with plan assets in excess of $1 billion. These plans include 401(k), 403(b), defined benefit, 401(a), 457(b), and non-qualified plans. As an independent advisor, we have relationships with all record keepers and mutual fund companies.
Our team of specialists will assess your current retirement plan and create solutions, empowering you to confidently offer your employees the right retirement plan to help secure their financial future.
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
Austin Gwilliam
J.R. Chocco
Jason Jeskey
Kyle Posvistak
Sherri Fryatt
Wes Kubik
Upcoming Events
Take a look at upcoming events hosted by our firm.
Is Your Retirement Plan on the Right Path?
The Real Cost of Healthcare in Retirement and How to Prepare
3 Big Risks You Might Face After Retiring
Financial Insights
Gain valuable knowledge and expert guidance on managing your finances with our latest insights and resources.
July Market Commentary: Mid‑Year Market Check‑In
There were many “good vibrations” for investors in June and the second half of Q2 2025. Stocks were up across all major US market segments, non-US stocks continued to deliver positive results, and bonds added value. The familiar refrain of big cap growth and technology stocks resonated with investors who showed renewed confidence in the US equity markets after a painful end to Q1 2025.
June Market Commentary: Markets Search for Solid Ground
Despite a strong rally in U.S. stocks in May, uncertainty still looms. Optimism surrounding paused tariffs and potential trade resolutions lifted markets, but caution remains due to rising interest rates, a growing U.S. deficit, and a fresh debt downgrade.
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:
927 Calle Negocio, Suite G, San Clemente, CA 92673
Office Contact:
(Main) 949-218-8086
We’re by your side for all your needs, in business and in life.
Fill out the form to get started. →