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Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Your Advisor

Lawrence Hoey

Financial Professional

(323) 440-6597

Lawrence Hoey started in the financial services industry in 2004. Prior to that Lawrence served in executive roles in the manufacturing arena for over 20 years.

Lawrence's practice is comprised of corporate retirement 401(k) plans complimented by a select group of private wealth management clientele. When it comes to retirement plans some companies may find themselves being ignored by their advisor, leaving them to navigate the fiduciary landscape by themselves.

As an Accredited Investment Fiduciary, he takes pride in not only helping business owners manage their fiduciary responsibilities, but also striving to make sure their employees have an opportunity to become “retirement ready”.

By being a good listener he is able to get a clear understanding of his client’s goals, allowing him to work more accurately towards making them a reality. This philosophy has allowed him to maintain a personal, more intimate relationship with his clients and the generations following them.

Lawrence is married to his wife Jennifer. Their hobbies include running and hiking. They have two children, Jonathan and Emily-Kathryn, and four grandchildren.

  • LPL Investment Advisor Representative
  •  Series 6, 63 and 65 held with LPL Financial
  • Life and Health Insurance Licensed
  • CA Insurance Lic. #0E58952