Jeffrey R. Hoenle, CFP®, CRPC®, AEP®
Jeff has over 25 years of experience in personal financial and insurance planning and is the CEO, co-founder and lead instructor of Advanced Planning Educational Group (APEG).  In addition to his role with APEG, nearly 20 years ago Jeff co-founded and currently leads Platinum Wealth Management Group, Inc., a financial and insurance planning firm.  In addition to his entrepreneurial experience, Jeff is an instructor at Oakland University in Rochester, Michigan, where he teaches various risk management, financial and estate planning courses in the post-graduate certification program. Jeff has also led CFP® Ethics curriculums and has delivered ongoing CFP® continuing education. *
Jeff has lectured at hundreds of client events; designed, developed and deployed numerous private courses at financial firms; and has been invited to speak to various professional organizations online and at their regional conferences and events including: 


·         Estate Planning Council of New York City
·         The Estate Planning Council of Central New York
·         Woodbury Financial, Advisor Group, and Osaic
·         Producers Choice Network
·         Optimized Insurance Planning
·         Sigma / Parkland, Axtella
·         Advisor Nation
·         The FPA of Orange County
·         Financial Services Institute
·         Infinex
·         Trust Advisory Group
·         StoneX Group
·         Right Capital   
·         Institute for Divorce Financial Analysts
·         Western International Securities
·         Women in Insurance and Financial Services
·         American Academy of Attorney CPA Society
·         Capital Securities
·         Females & Finance

Jeff has served as a consultant to many organizations, utilizing his experience as an academic leader, a practicing financial planner, and coupling it with his national exposure to best practices in the financial service industry.  He is passionate about participating in the evolution of an industry fueled by challenging consumer needs, evolving technology and a shrinking professional workforce.
Jeff is licensed as an insurance counselor and insurance agent offering life and health insurance. He holds securities registrations Series 6, 63, 65 and 7. Jeff is a Registered Representative and Investment Advisor Representative through his Broker/Dealer and Registered Investment Advisor, Osaic Wealth, Inc. Jeff is also a Certified Financial Planner℠ practitioner, a Chartered Retirement Planning Counselor™ designee and Accredited Estate Planner designee™ awarded by the National Association of Estate Planners and Councils.
Jeff is a twice past President of the Financial and Estate Planning Council of Metropolitan Detroit, actively participates on the speaking events committee, and is also the Vice Chairman on the Conference Committee of the National Association of Estate Planners and Councils (NAEPC). He is active in various community financial education programs and contributes financial articles to various outlets.
Jeff obtained his Bachelor of Science degree from Wayne State University. He completed post-graduate courses at Wayne State University; completed his Certified Financial Planner℠ coursework at Oakland University and obtained his Chartered Retirement Planning Counselor designation from the College of Financial Planning. Jeff and his wife Kate live in Michigan with their three children – David, Andrew and Sarah along with their energetic Schnoodle, Trudy.
*Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.