Background and Experience
Patrick Hoene brings over 13 years of experience in the financial services industry, specializing in holistic financial planning, investment management, and practice management. In 2025, Patrick co-founded , a practice built on the belief that clients deserve truly personalized guidance, boutique service, and a relationship-driven approach to wealth management. This strategic move reflects Patrick’s unwavering commitment to putting clients first—striving to ensure their needs, goals, and values remain at the center of every decision.
Before launching 26East Private Wealth, Patrick served as a Financial Advisor and previously held the role of Productivity Consultant for South Florida, where he supported over 300 Financial Advisors. In that role, he partnered closely with advisors and senior leadership to implement strategic initiatives aimed at delivering stronger client outcomes. Earlier in his career, he worked as an Investment Consultant, educating clients on brokerage products, investment strategies, and retirement planning.
Patrick’s approach is centered on developing comprehensive, customized strategies that align with each client’s unique financial goals, time horizon, and risk tolerance. His planning process includes asset allocation, cash flow management, retirement planning, and succession strategies.
Registrations & Education
- Series 7, 66, 9, and 10
- Life and Health Insurance Licensed
- Master of Accounting – University of Missouri, St. Louis
- B.A. in Accounting – University of Kansas
Away from the Office
Patrick enjoys traveling with his wife, Daniele Franco, as they explore new destinations together. The couple leads an active lifestyle and can often be found at their local CrossFit gym or yoga studio. A lifelong sports enthusiast, Patrick especially enjoys time on the golf course.
CA Insurance License #4350463
