Broker Check
Oakstone Wealth Management

 
Oakstone Wealth Management
1500 Quail Street, Suite 470
Newport Beach, California 92660
Phone: (949) 387-5211
Fax: (949) 387-5224

 
Lawrence Hoey

Lawrence Hoey

LPL Financial Planner

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 has been married for 25 years to his wife Jennifer. Their hobbies include running and hiking. They have two children, Jonathan and Emily-Kathryn.

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