Broker Check

Hoenings Wealth Management

How I Work

How I Work

My reasons for becoming a financial professional is deeply personal. I repeatedly saw my friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people better prepare for the future. After years in the business, I 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. I feel a commitment to our community.

My approach adds perspective to all I do and provides increased benefits to my clients.

Meet The Owner

Gerald Hoenings

CERTIFIED PUBLIC ACCOUNTANT™ | CERTIFIED FINANCIAL PLANNER™ | CHARTERED LIFE UNDERWRITER™

(561)354-5537

(866) 898-5758

gerald@ptaxjup.com

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 and has previously 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.