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Gerald Hoenings


with over 33 years experience. in the tax and financial services industry, Gerald Hoenings brings a wealth of knowledge and experience to the tax and financial planning process for his clients.

Mr. Hoenings is an experienced CERTIFIED PUBLIC ACCOUNTANT™ & CERTIFIED FINANCIAL PLANNER™ who focuses on the tax ramifications of investments and the benefits of various tax reduction strategies. Hoenings is a Registered Representative of Kovack Securities, Inc., a registered securities brokerage firm.

His Securities Licenses consist of the Series 7, 24 and 63. He also holds an insurance license with life, health and variable annuity lines of authority. Mr. Hoenings is a CERTIFIED PUBLIC ACCOUNTANT™ and holds his CERTIFIED FINANCIAL PLANNER™ certification as well as the CHARTERED LIFE UNDERWRITER™ designation. Mr. Hoenings holds a B.S. in Accounting from Grand Canyon University (Phoenix, AZ) and a Masters in Accounting from Kaplan University.

Active in his community, Mr. Hoenings previously served as Treasurer on the board of the Gardens School of Technology Arts. In addition, Mr. Hoenings served as Treasurer for the baseball division of Palm Beach Gardens Youth Athletic Association, a non-profit organization dedicated to helping young athletes advance their abilities.

After spending most of his life in New York, he now resides in Palm Beach, Florida  He has three children; Rachel, James and Gerald.

At Our Business, We Have only the client—in mind.

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.

Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.

No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.

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