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Brad Hoegler

Retirement Plan Specialist

Hello, my name is Brad Hoegler and I’m here to help you approach retirement planning with confidence. Whether retirement is around the corner or decades away, there’s a lot you can do to prepare ahead and I’ll be happy to walk you through everything you have to know.

Schedule a TeleWealth virtual meeting to get started!

Areas of Focus
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Retirement and investment planning

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Pension and Social Security benefits

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Calculating retirement income gap

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Understanding rollover options

Contact Information

10777 Westheimer Rd #300, Houston, TX 77042

Phone: 713-385-6373 | Fax: 888-989-9247

Click here to email Brad

 

 

 

Background

Brad Hoegler is a Senior Retirement Plan Specialist at TCG, a HUB International company, where he assists private wealth clients with personal financial goal planning and investment management according to their needs. Brad also supports CyFair, our largest school district in the Houston area with their 403(b) and 457(b) plan needs through education, 1:1 appointments, and seminars. Brad’s goal is to educate his clients and help them feel secure about their finances. He hopes that the people he works with worry less about their money and enjoy the results of their hard work leading up to retirement.

Brad studied Communication at the University of Texas and has 21 years of experience in the investment business. Before joining TCG, Brad worked at TD Ameritrade for 17 years working as a financial consultant assisting clients with all aspects of the capital markets. Brad has prior experience working for Charles Schwab and a local brokerage firm as well. At TCG, Brad’s primary areas of focus include building personal client relationships, and communicating financial concepts in ways that clients can easily digest.

Brad currently lives in Houston, Texas with his wife, Teresita and daughter, Alexandra. In his free time, Brad enjoys playing golf, cooking, and pairing meals with the perfect wine.

Brad enjoys the meaning of the Henri Frederic Amieu quote, “The man who insists upon seeing with perfect clearness before he decides, never decides.”

financial advisor

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