Robert A. Hoey, CFP®

Robert A. Hoey, CFP®

Owner

Robert is a CERTIFIED FINANCIAL PLANNERTM professional with more than 33 years of experience in the investment, financial planning, and insurance industries and accounting field. He graduated magna cum laude with a bachelor’s degree in business administration and an MBA from Nichols College. He is a past president of the Worcester Estate and Business Planning Council.

Robert has been leading Hoey Wealth Management since 1990. When he is not in the office, Robert enjoys hiking, golfing, and traveling. An avid vegetable gardener, Robert donates the fruits of his labor to his local food pantry every season, as well as to family and friends.

Robert A. Hoey is proud to have been recognized as a Summit Club President for 2023 — a distinction based on annual production that places him among the top 24 percent of advisors affiliated with Commonwealth Financial Network.

Each year, Commonwealth, the Registered Investment Adviser–broker/dealer that helps us process investment transactions on your behalf, recognizes Summit Club advisors by inviting them to an exclusive gathering of their peers, leading industry experts, and Commonwealth home office staff. Summit Club advisors benefit from an intensive learning and networking experience designed to help them hone their expertise, share best practices, and provide ever-higher levels of service, education, and leadership to their clients.