Further boosting its retirement advisory practice, HUB International Limited (Hub) has acquired the assets of GRP Financial California, LLC, according to a Dec. 14 announcement.
Located in San Clemente, GRP Financial California is a leading retirement plan consulting firm offering a complete suite of services to both plan sponsors and investors, managing more than $3.4 billion in assets, as of Sept. 30, 2021.
“The GRP Financial California team brings tremendous experience in managing retirement plans for plan sponsors and providing financial wellness services to help their employees plan for a successful financial future,” said Joe DeNoyior, President of Hub Retirement and Private Wealth (RPW). “The team greatly enhances our presence and ability to bring Hub services to more businesses in California.”
Principals Jason Jeskey, Austin Gwilliam and Kyle Posvistak, along with the GRP Financial California team will join Hub California.
The terms of the transaction were not disclosed.
