Advisor at Hurley Wealth Management Group, Inc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Hurley Wealth Management Group, Inc
Location
Oakland, FL 34760
Credentials
CFP®
Industry experience
20 years
After working as a financial advisor for more than 15 years, I obtained the CERTIFIED FINANCIAL PLANNER™ professional designation in 2008. I received my M.B.A. in Financial Planning from California Lutheran University in 2016. Some of our clients have been with us for 20+ years and for that I am very grateful.
I enjoy being a blessing to our clients by helping them make the right financial decisions. It’s wonderful to see clients understand the truth about their finances and some of the nuances of the financial advisory world.
I love playing golf with my son Luke and other friends when there is some healthy competition going on! I love to cook after work and enjoy sharing a great meal with my family and discussing how our days went and encouraging one another. I also enjoy working out with my family and seeing family and friends achieve things that are hard to do.
Based on Hurley Wealth Management Group, Inc
.35% to 1.35%
Varies
$325
301 N. Tubb Street, Suite 104
Oakland, FL 34760
California · Florida · Texas
Hurley Wealth Managment Group, Inc.
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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