WINTER PARK, FL
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:
1560 Orange Avenue
Suite 750
Winter Park, FL 32789
Office Contact:
(Main) 407-894-5431
(Toll-Free) 888-480-4008
(Fax) 407-629-6378
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 Private Wealth – Winter Park, our mission is to help individuals and corporations with their qualified retirement plans. With deep roots in the community, and backed by HUB’s global resources, our top priority is to make sure our clients have a plan tailored to their specific business and individual needs that address their unique goals and circumstances now and in the 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
John Cash
Luz Natalia Fuentes
Client Support
Jasmine Timothee
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.
2025 Mid-Year Roundtable Summary
![[Video] Q2 2025 Economic and Market Commentary](https://hubrpw.com/wp-content/uploads/2025/07/Screenshot-2025-07-15-at-2.04.10 PM.png)
[Video] Q2 2025 Economic and Market Commentary
Q2 2025 was shaped by the “Tariff Two-Step”—a swift policy reversal that triggered both a market drop and a quick...
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.
Office Information
Hours of Operation:
Mon – Fri: 8:00 AM – 5:00 PM EST
Office Addresses:
1560 Orange Avenue, Suite 750, Winter Park, FL 32789
Office Contact:
(Main) 407-894-5431
(Toll-Free) 888-480-4008
(Fax) 407-629-6378
We’re by your side for all your needs, in business and in life.
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