Tag: Retirement Planning

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Introducing MCM Wealth’s Principal Owners: Geoff Hakim and Bob Hoyt

Introducing MCM Wealth’s Principal Owners: Geoff Hakim and Bob Hoyt

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Did you know that the average person spends more time planning their vacation than they do planning for retirement? 

That’s why it’s important to have financial advisors who can help you understand your investment options and create a solid plan for your future.

In this episode, Geoff Hakim and Robert Hoyt introduce themselves as MCM Wealth’s Principals and share their most significant lessons in investing. Plus, they provide an overview of their experience in the industry, and discuss MCM’s investment program and how it helps their clients.

Join the conversation as Geoff and Bob discuss: 

  • Their previous industry experiences and current roles at MCM Wealth
  • How Bob integrates his background in psychology to help understand clients better
  • The most significant lessons they’ve learned about investing 
  • Traits of a successful business owner and what makes for a good financial advisor 
  • And more

Resources:

Connect with Geoff Hakim, CFP®: 

Connect with Bob Hoyt, Ph.D.:

About Geoff Hakim:

Geoffrey Hakim is the Founder, Principal, and CEO of MCM Wealth. He sits on the Investment Committees for both MCM Wealth and AMP l and is the firm’s chief marketing officer.

Mr. Hakim has 40+ years of experience in investments, finance, and real estate. He founded MCM Wealth in 1997, began utilizing alternative investments for clients in 2000, and is the firm’s leader and visionary. Mr. Hakim’s former work included Merrill Lynch and a Marin County boutique wealth manager. Before moving from Boston to San Francisco in 1990, Mr. Hakim spent 14 years working in Boston’s downtown office space market where he was co-owner of both a commercial brokerage firm and founder of a development firm.

Mr. Hakim earned his CFP in 2001 through UC Berkeley and attended the University of Massachusetts, Wentworth Institute, and Boston Architectural College.

About Bob Hoyt:

Dr. Hoyt is Principal and President of MCM Wealth and chairs the Investment Committees for both MCM Wealth and the AMP I Fund. Dr. Hoyt began his career practicing clinical psychology while serving as an Adjunct Professor at Mount Sinai medical school. He then worked within his family’s industrial distribution business, eventually becoming CEO and ultimately taking his business public. He became CIO of his own family office in 2000. In 2004, he also became a partner and a member of the Investment Committee of a hedge fund that made private placements in public securities (PIPES). In 2014, he founded Blue Hall Wealth Advisors. In 2021, after years of sharing ideas and collaborating on projects with Geoffrey Hakim, he joined Marin Capital Management. (Mr. Hoyt is also an investment advisory representative.) Robert received his B.A. from Sarah Lawrence College, a master’s degree from Northwestern University, and Ph.D. in clinical psychology from Yeshiva University.