About Us

Hoehner Wealth Management

Jeff began his career as a Financial Advisor in 2006 with Smith Barney. He rose the ranks of great advisors, successfully weathering the financial turbulence of the Great Recession for his clients. After several years working as a retirement planner with Smith Barney and then with Morgan Stanley, he decided to take his knowledge and experience to the independent channel and founded his own financial advisory firm, Hoehner Wealth Management in 2012. At Hoehner Wealth Management, Jeff continues to work with retirees and pre-retirees focusing on retirement planning, income distribution and risk management. As a Fiduciary, Jeff places the best interest of his clients first with great passion and integrity.

Our Core Values:

  • Excellent service towards our clients
  • Commitment and dedication
  • Licensed and experienced
  • Flexibility to work around your needs
  • Open communication
  • Accurate assessment of your goals
  • Attention to detail

Jeff Hoehner

Financial Advisor

858-366-3027

hoehnerj@ceteranetworks.com

Jeff Hoehner is the founding partner of Hoehner Wealth Management. His area of specialization focuses on retirement planning, wealth appreciation and preservation of capital. His deep experience as a financial advisor has allowed him to...

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Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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