HUB International Retirement & Private Wealth


Nick Kralj, AIF® Vice President, Retirement Plan Services, HUB International

Retirement plan and wealth strategy backed by national scale and delivered locally from Lake Oswego, Oregon.

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HUB International

Retirement & Private Wealth

$178B+

assets under advisement

10,000+

retirement plans under advisement

600+

locations in North America

20,000+

employees

2M+

clients

HUB Retirement & Private Wealth. Assets under advisement as of December 31, 2024. National reach, local leadership.

Who HUB serves

Three audiences, one platform.


Employers


For-profit, non-profit, and government entities.

Employees


Workforce and executives.

Individuals and Families


At all stages of life.

How HUB helps

Retirement plans, wealth management, and financial wellness.


Retirement Plans

  • Customized plan design
  • ERISA 3(21) and 3(38) investment selection and management support
  • Investment committee support
  • Plan sponsor and fiduciary training
  • Legislative and regulatory updates
  • Quarterly meetings, updates, and reports
  • Plan benchmarking

Wealth Management

  • Investment planning and management
  • Asset allocation, review, and rebalancing
  • Financial planning
  • Estate, tax, and insurance planning
  • Family business succession planning
  • Retirement income planning and Social Security optimization
  • Executive benefits consulting
  • Family office services

Financial Wellness

  • Group education workshops and one-on-one meetings
  • Comprehensive planning tools including a quarterly newsletter, videos, blogs, checklists, and calculators
  • FinPath by HUB with one-on-one financial coaching and FinPath University courses
  • Bilingual education modules
  • A diverse array of cost-effective investment options

Meet Nick

The advisor on your account.


Nick Kralj

Nick Kralj, AIF®

Vice President, Retirement Plan Services, HUB International

Nick Kralj is a Vice President of Retirement Plan Services at HUB International with a passion for all things finance. Facts and figures speak to him, and so does building relationships, and together those have shaped his work as a retirement plan advisor. Based in Oregon, he works closely with each client to determine the plan features and investment options that lead to the best outcome, applying his financial proficiency to each business's unique circumstances. His aim is to make retirement a real option for employers and their participants.

Credentials

  • Accredited Investment Fiduciary (AIF®)
  • Series 65 licensed
  • B.A. in Finance, Linfield University

Areas of focus

  • Employer-sponsored retirement plans
  • Fiduciary assistance
  • Employee financial wellness
  • Financial education
  • Executive financial planning
  • Executive benefit consulting

Start a conversation

A high fiduciary standard and national scale, delivered by a local advisor who takes the time to understand your business.


If a retirement plan review, a fiduciary question, or a wealth strategy conversation would be useful, Nick is glad to have it.

Nick Kralj, AIF®, HUB Retirement & Private Wealth. Lake Oswego, Oregon.

Nick will follow up by email.