One team for your plan and plan participants

Hocking Group

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Co-workers in a lobby
  • Steven Hocking Profile Photo

    Steven Hocking, CFP®

    Senior Vice President–Wealth Management

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    • AR
    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • KS
    • MA
    • MD
    • MI
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Steven began his financial services career in 1996. His primary focus is providing financial guidance and counsel to business owners on retirement plans. He holds Series 7, 6 63 and 66 securities licenses, as well as life, health and annuity insurance licenses. Steven earned a B.A. degree in business from California State University, Fullerton.

    • PLANADVISER Top Retirement Plan Advisers, 2013, 2014, 2016, 2017The PLANADVISOR rating is awarded in Q1 based on information from January of the award year.

    • California State University, Fullerton, B.A. Degree in Business
    • CERTIFIED FINANCIAL PLANNER™
    • Senior Portfolio Manager
    • Senior Retirement Plan Consultant
    20 Pacifica
    Suite 1500
    Irvine, CA 92618
  • Jennifer Hocking Profile Photo

    Jennifer Hocking, CRPS®, C(k)P

    Financial Advisor

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    • AZ
    • CA
    • CO
    • CT
    • FL
    • GA
    • HI
    • ID
    • IL
    • IN
    • MA
    • MD
    • MI
    • MT
    • NC
    • NJ
    • NM
    • NV
    • NY
    • OK
    • OR
    • PA
    • TN
    • TX
    • UT
    • VA
    • VT
    • WA
    • WI
    • WY

    Jennifer is a goal oriented individual with a passion for helping people.  Her experience in the Financial Services industry has included roles in Human Resources, Marketing and Business Operations.  Jennifer focuses on plan design, leads our marketing initiatives and manages our team operations.  She holds her Series 7, Series 66, the Chartered Retirement Plan Specialist designation and an M.B.A. from California State University, Fullerton.

    • NAPA Top Women Advisors, 2017, 2018, 2019, 2021The NAPA rating is awarded annually in September based on information from June to August of the award year.

    • California State University, Fullerton, M.B.A.
    • Certified 401(k) Professional
    • Chartered Retirement Plans Specialist℠
    • Senior Retirement Plan Consultant
    Home Worker UT
    Home Worker UT, UT 000
  • Ryan Mueller Profile Photo

    Ryan Mueller, C(k)P

    Senior Wealth Strategy Associate

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    • CA

    Ryan serves as the team investment analyst, providing insights on market trends and recommendations, and also conducts participant education and financial goal analysis.  Ryan's background is in Risk Management, Operations and Business Intelligence/Analytics and he has held various roles in the Retail, Insurance, and Financial Services industries.  Ryan earned an M.B.A. from California State University, Fullerton and holds his Series 7 and 66 security licenses.

      • California State University, Fullerton, M.B.A.
      • Certified 401(k) Professional
      20 Pacifica
      Suite 1500
      Irvine, CA 92618
    • Jennifer Uy Profile Photo

      Jennifer Uy

      Senior Client Associate

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      • CA
      • DE
      • FL
      • ID
      • MI
      • NV
      • TX
      • UT
      • WA

      As a Senior Client Service Associate, Jill provides exceptional service to our clients on a daily basis.  She helps process plan changes, facilitate communications, and organize meetings and events. Jill holds her Series 7 and Series 66 securities licenses. 

            20 Pacifica
            Suite 1500
            Irvine, CA 92618
          • Robert

            Robert Magallanes

            Vice President–Wealth Management

            Financial Advisor

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            • AZ
            • CA
            • CO
            • FL
            • HI
            • MA
            • NJ
            • NM
            • NV
            • OR
            • TX
            • UT
            • VA
            • WA

            As a Financial Advisor, Robert helps clients prepare for financial life today, tomorrow and for generations to come. Robert knows that relationships form the basis of all work. He will not make decisions for you– he will make them with you. Robert listens when you share your priorities and concerns. The discussions will help him provide guidance so that you can gain control, weigh your next steps and create the right course of action.
            Robert has been in the financial industry for 12 years and counting. He is a huge advocate for philanthropic trends and believes everyone can make this world a better place.

                  20 Pacifica
                  Suite 1500
                  Irvine, CA 92618

                The circular economy: What is it?

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                What will your legacy be?
                It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

                Learn more at ubs.com/wealthway.

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