Lawrence Hoey
Lawrence Hoey entered the financial services industry in 2004 after more than 20 years in executive roles within manufacturing. That experience shaped his practical, straightforward approach to financial planning and retirement plan consulting. His practice focuses on corporate 401(k) plans and a select group of private clients, including many professionals in their 30s and 40s who want clear, simple guidance as they build their financial futures. Lawrence is known for taking complex financial concepts and making them easy to understand and act on.
As an Accredited Investment Fiduciary, he helps business owners meet their fiduciary responsibilities and create retirement plans that genuinely support employee readiness. For individual clients, he begins by listening — building plans that reflect their goals and evolve as life changes.
Lawrence and his wife, Jennifer, enjoy running and hiking. They have two children, Jonathan and Emily-Kathryn, and four grandchildren.
- LPL Investment Advisor Representative
- Accredited Investment Fiduciary®
- Series 6, 63 and 65 held with LPL Financial
- Life and Health Insurance Licensed
- CA Insurance Lic. #0E58952
Risk Assessment
I help you understand the risk you’re taking today and whether it fits your goals. Together, we find the right balance of growth and stability so your plan stays on track through changing markets.
Retirement Planning
Retirement shouldn’t be a guessing game. I show you where you stand, what adjustments matter most, and how to move forward with a clear, confident path toward the future you want.
Corporate Retirement Plans
I design and support retirement plans that are compliant, easy to manage, and built to help employees retire well. You get a streamlined process and a benefit that truly supports your team.
Investment Management
Your portfolio should serve your plan—not the other way around. I build and manage investments using a disciplined, evidence-based approach tailored to your goals, risk tolerance, and time horizon.
Insurance Planning
Insurance protects the people and goals that matter most. I help you determine the right coverage—without unnecessary complexity—so your financial plan stays protected and aligned with your priorities.
