Our Team
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.
Lawrence Hoey
Financial Professional
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