Home » About » Meet the Team » Charlotte Kanka
As Director of Client Services, Charlotte manages a team of professionals who are responsible for the planning and implementation of the HUB retirement plan client service model. Her primary responsibility is striving to keep clients on track with their annual service plan. The client service model starts with the onboarding of new clients and encompasses establishing plan goals and schedule for regular plan reviews and employee education programs including onsite visits and webinars. The HUB client service model is focused on helping participants proactively plan for their retirement. In addition, Charlotte is responsible for managing human resources, financial reporting systems, payroll, and the overall general management of the office.
Charlotte lives in Gaithersburg, MD with her husband Joe. They have four children. She is an avid reader and soccer fan who loves to travel abroad.
Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. Global Retirement Partners, Washington Financial Group, HUB Retirement and Wealth Management and HUB International are separate and unaffiliated with LPL Financial. Washington Financial Group and HUB Retirement and Wealth Management are the approved names under which LPL Financial business is conducted.
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: Alabama, Arizona, California, Colorado, Connecticut, Delaware, District Of Columbia, Florida, Georgia, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia, Wisconsin, Wyoming.
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