GRP Financial California, a division of HUB International, was founded in 2014 and joined HUB Retirement & Private Wealth in 2022. We are committed to providing companies and plan sponsors with specialized resources for all retirement plan needs. At GRP Financial California, 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.
Disclosure
Investment advisory services offered through Global Retirement Partners, LLC, a registered investment advisor. Global Retirement Partners, LLC and GRP Financial California are separate non-affiliated entities. Each year, PLANADVISER magazine recognizes the top quantitative standouts from its Retirement Plan Adviser Survey with the Top 100 Retirement Plan Advisers awards. Top 100 designees are named according to the dollar value of qualified plan assets under advisement, as well as the number of plans under advisement. To become eligible for this quantitative listing, advisers must complete the annual PLANADVISER Retirement Plan Adviser Survey, fielded each September. Respondents are divided into categories for evaluation, defined by the number of advisers, plus support staff, in the practice. In 2021, the firms fall under the following headings: individual adviser—meaning one adviser and support staff; small team—a group of two or more advisers and support staff, the total not exceeding 10; large team—a group of 11 through 35 advisers and support staff; and mega teams—36 or more team members in all. In 2021, there were 472 applicants, and 100 were ultimately selected. No fee is charged to participate. The rating is not indicative of the applicant’s future performance.
