Broker Check
Richard Hoe

Richard Hoe

Financial Professional

 After serving in the Navy, Richard was a newspaper reporter. Later, while
attending night school in New York City, Richard worked in manufacturing. He made a
career change to financial services around the time he resigned as president of a small
manufacturing firm with 120 employees.

“In 1968,” he says, “I was lucky to be in the right place at the right time. I began
financial services and investment work with a firm devoted to the financial planning
process before financial planning as a profession existed.” I calculated my first pension
plan, a defined-benefit plan in New York City, with paper and pencil in late 1969”

He is a past member of the executive faculty of California Lutheran University’s
California Institute of Finance, a graduate school that awards an MBA in financial
planning and prepares students to sit for CFP examinations.

Richard has worked in management, executive, and consulting positions. He has
designed and implemented plans for Fortune 500 companies and is credited with
developing several tax-planning strategies. He was executive vice president of Summit
Financial Group before beginning Richard Hoe Investments, LLC (RHI). He was the
principal officer of RHI when it merged into Capital Asset Management, Inc.

At CAM, Richard helps part-time with portfolio design and works on investment
research, as well as visiting with investment company representatives and executives.
He has five professional designations including Chartered Financial Consultant.

Richard and his wife, Lynne, have three grown children and have lived in Tulsa
for 44 years. His passions include writing, reading and jazz drumming (currently, he
plays drums Tuesday nights at the Oklahoma Jazz Hall of Fame). He has been a
member of the board of directors of two national charities and, after years of service,
retired from the boards of the Tulsa Financial Planning Association and the Tulsa
chapter of the Society of Financial Service Professionals. He is a former president of the
latter organization. He is listed in various national and regional editions of Who’s Who.
He works as a volunteer and is the recruiting officer at Veterans Treatment Court in

Richard’s columns and articles have appeared in many financial journals, and he
sometimes assists with the editing of a yearly book about Berkshire Hathaway. He
wrote a column, The Investment Edge, for 14 years for a national trade magazine and
has given seminars and speeches throughout the U.S.