Global Retirement Partners LLC

Overview

Global Retirement Partners LLC is a financial advisory firm specializing in retirement planning and investment management services. The firm offers a range of services, including qualified retirement plan design support, business consulting, and individual investment strategies. They operate in collaboration with LPL Financial, providing investment advice through U.S. registered representatives while adhering to regulatory obligations. The company employs a team of professionals dedicated to delivering personalized financial guidance, ensuring that the investment services they offer cater to the specific needs of their clients. The firm's main office is located at 4340 Redwood Highway, Suite B-60, San Rafael, CA 94903. A second supervisory office is located at 5973 Avenida Encinas, Suite 202, Carlsbad, CA 92008. The senior management team consists of Geoff White, Chief Executive Officer; Russell Frierson, Chief Operating Officer; and Cosmo Gould, Chief Compliance Officer. Global Retirement Partners LLC is owned by HUB International Limited, a Delaware corporation. The firm has been in business since 2014 and is registered as an investment advisor with the United States Securities and Exchange Commission (SEC).

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