Scottsdale, AZ

HUB Retirement and Wealth Management

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

Contact Us

Quick Links

Office Address:

8777 N. Gainey Center Drive
Suite 201
Scottsdale, AZ 85258

Office Hours:

Monday
8:00 AM - 5:00 PM
Tuesday
8:00 AM - 5:00 PM
Wednesday
8:00 AM - 5:00 PM
Thursday
8:00 AM - 5:00 PM
Friday
8:00 AM - 5:00 PM

Office Contact:

(Main)
480-505-0234

How We Help

Plan for your workforce. Plan for your future.

Retirement

We help you attract and retain employees with innovative retirement plan solutions.

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Private Wealth

Our mission is to help you define where you want to go and help you get there.
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Financial Wellness

We strive to help your employees reduce financial stress at work and pursue better outcomes.
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Our Story

We are HUB Scottsdale

At HUB Retirement and Wealth Management – Scottsdale, our mission is to provide independent and unbiased wealth management and retirement plan consulting services to our valued clients. With a team average of about 24 years of experience, we understand retirement plans are more than proposals and spreadsheets. We know how to help you navigate your role as a plan sponsor and we love what we do, providing unprecedented personal service and education to you and your participants. We’re immersed in all aspects of retirement and financial services and serve as a fiduciary for our clients.

We also provide comprehensive financial planning for individuals, families and corporations by combining our wealth management team’s expertise and experience with the most innovative financial software.

Joe DeNoyior

President of RPW · 4:12
Our Team

Expertise you can trust, from people who want to help.

Financial Consultants

Client Support

  • Barbara Otradovec

    Barbara Otradovec

    Financial Administrative Assistant

  • Chelsea Newton, CPFA

    Chelsea Newton, CPFA

    Client Relationship Consultant

  • Heath Fagen, AIF, CPFA

    Heath Fagen, AIF, CPFA

    Director of Operations, New Business Coordinator

  • Isa Totah, CPFA

    Isa Totah, CPFA

    Client Relationship Consultant

  • Jerry Osti, CPFA

    Jerry Osti, CPFA

    Client Relationship Consultant

  • Shelley Totah, APA, CPFA

    Shelley Totah, APA, CPFA

    Director of Client Relations

  • Sonya Spagnola

    Sonya Spagnola

    Operations Manager/Paraplanner

Upcoming Events

Take a look at upcoming events hosted by our firm.

OCT05
RETIREMENT RUNDOWNMaster Your Money Moves: Invest Smart and Catch Up with ConfidenceOctober 5 - December 31
View
DEC09
RETIREMENT EDUCATION WEBINARSInvesting Wisely – 5 Keys to a Balanced Retirement PortfolioDecember 9
View
SEP09
RETIREMENT EDUCATION WEBINARSBuilding Your Financial Legacy: Estate Planning, Rollovers, and Education SavingsSeptember 9
View
JUL01
RETIREMENT RUNDOWNProtect Your Future: Safeguard Your Savings and Health in RetirementJuly 1 - October 5
View
JUN10
RETIREMENT EDUCATION WEBINARSPlanning for Social Security and Healthcare Costs in RetirementJune 10
View
APR13
RETIREMENT RUNDOWNFind Your Number: How to Stay on Track and Grow Your Nest EggApril 13 - June 30
View
MAR11
RETIREMENT EDUCATION WEBINARSSmart Tax Strategies for Your Retirement Accounts Live WebinarMarch 11
View
JAN06
RETIREMENT RUNDOWNDesign Your Future: Build the Blueprint for Your Ideal RetirementJanuary 6 - April 5
View
DEC10
RETIREMENT EDUCATION WEBINARSEconomic Update Live WebinarDecember 10, 2025 @ 11:00 AM CST - 12:00 PM CST CST
View
DEC01
RETIREMENT RUNDOWN7 Common Beliefs About Retirement That Aren’t TrueDecember 1, 2025 - December 31, 2025
View
NOV01
RETIREMENT RUNDOWN9 Questions to Ask Yourself Before Retiring​November 1, 2025 - November 30, 2025
View
OCT01
RETIREMENT RUNDOWNHow to Find Old Retirement Accounts and Consolidate Them​October 1, 2025 - October 31, 2025
View
SEP01
RETIREMENT RUNDOWN3 Big Risks You Might Face After Retiring ​September 1, 2025 - September 30, 2025
View
AUG01
RETIREMENT RUNDOWNThe Real Cost of Healthcare in Retirement and How to Prepare ​August 1, 2025 - August 31, 2025
View

Financial Insights

Make sense of your finances, one topic at a time

  1. NewslettersNewsletters HUB

    Reach for Retirement – Q4 2026

    Your HSA and your 401(k) do more together than either does alone, and the income behind both is worth protecting when benefits enrollment opens…

  2. FeaturedMarket Commentary

    Market Commentary: August 2026 Recap

    August brought a renewed rally in equities as strong technology earnings and optimism around AI helped lift markets, even as inflation concerns and rising…

  3. FeaturedMarket Commentary

    Market Commentary: July 2026 Recap

    July brought elevated volatility as geopolitical tensions, uncertainty around Federal Reserve policy, and concerns over whether AI-driven valuations and heavy capital spending could be…

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Request a meeting with one of our financial advisors to review your retirement accounts and other financial questions you may have. Financial consultations are included as a part of the retirement plan benefit your employer provides.
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