Certifications
CFP®, ChFC, CLU
Client specialties
- Financial Planning
- Personal wealth management
- Portfolio Construction & Management
- Retirement plan consulting
- Risk Management
Hasan Hoke , CFP®, ChFC, CLU
Vice President, Private Wealth AdvisorBio
Joining Procyon in 2026, Hasan brings more than 14 years of experience in financial services, and a practice built around one consistent focus: helping families and businesses grow, protect, and transfer their wealth in a thoughtful and tax-efficient way. After a career in business-to-business sales and several years serving as a pastor alongside his wife, he entered financial services in 2011 with a clear sense of purpose and a genuine desire to make a meaningful difference in the lives of the people he works with.
Hasan has built a well-rounded set of credentials that speak to the depth and range of his clients’ work. As a Certified Financial Planner®, he takes a comprehensive view of each client’s financial picture, bringing together income, investments, and long-term goals into a coordinated planning process. The ChFC and CLU designations deepen that foundation, adding advanced knowledge across financial planning strategies and the role protection solutions can play within a broader plan. Holding a Series 7, as well as Life and Health licenses, rounds out his ability to address a wide range of client needs in a thoughtful and coordinated way.
Hasan is based in Dallas, Texas, where he has lived since 2015. Outside the office he is a husband, father of four, and a man of faith. Family time is important to him and usually involves cooking, board games, road trips, and the occasional video game session with his kids; when he needs to recharge, he finds it on the basketball court or out on a walk.