Rob Hockett

With more than 28 years of experience, Robert works with business owners and licensed professionals to help them plan for their personal, family, and business goals. His clients include current and retiring owners of successful businesses and professional practices ranging from sole practitioners to firms with more than 100 owners, as well as high-net-worth and ultra-high-net- worth individuals and families, endowments, foundations, and retirement plans of closely held companies.

As the founder of a wealth management firm and the owner of several businesses, Robert understands the complexity and demands involved in buying, building, and selling a business or professional practice. Through a Practice Coordinated Wealth Management approach, he helps clients navigate complex financial and business decisions while making the most of the opportunities that come with successful ownership. He provides guidance on customized investment management, wealth protection, wealth transfer, and charitable gifting strategies, enabling clients to stay focused on their broader goals and enjoy the resources they have built.

Before founding his own firm and later joining Modera, Robert worked in private and professional banking for a Fortune 20 bank, where he advised attorneys, physicians, dentists, engineers, CPAs, and their practices on business acquisition, growth, investment, and real estate financing.

Robert earned a Bachelor of Arts in International Relations from Brigham Young University, is a CERTIFIED FINANCIAL PLANNER® professional, a member of the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), and an affiliate member of the American Institute of Certified Public Accountants (AICPA).

Outside of work, Robert is actively involved in church and community service in the Greater Fort Lauderdale area and enjoys spending time with his family and a growing number of grandchildren. He is passionate about scuba diving (wreck diving and lobstering) and international/adventure travel. He and his wife enjoy connecting with new people, immersing themselves in different cultures, and have travelled to more than 50 countries.