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Kent T. Hickey CFP®, CPWA®, MBA Photo
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Kent T. Hickey CFP®, CPWA®, MBA

Founder

Kent T. Hickey

Kent T. Hickey CFP®, CPWA®, MBA

Founder


As a comprehensive financial adviser with a unique specialization in equity compensation, my mission is to guide you toward achieving your best life. Throughout my career as an adviser, I have seen how impactful the right advice can be. 

From an early age, I saw my parents struggle with finances, and I wanted to change that. As a paperboy at age 11, I wanted to know the best way to handle my money and took an interest in financial planning. I also realized that there was an opportunity to help. 

I earned my undergraduate degree in Business Logistics and my MBA in Management Science, with Honors, from Penn State. While working in logistics for Burlington Northern Santa Fe Railway, I received my first stock options and restricted shares. This created a strong interest in stock options and I wanted to know more so I could help others with theirs. While working for the railroad, I completed my CFP® professional education.

A few years ago, I realized that people receiving significant equity or stock compensation are often given cookie cutter advice as it relates to their goals. I chose to earn my CPWA® to better serve high net worth individuals, and specifically those with stock compensation. I continue to learn, teach, and lead other advisers to provide higher quality advice to stock compensation recipients. 

I decided to start Ubequity because I realized that many people, including experienced financial advisers, don’t fully understand the opportunity for impact provided by stock compensation. I enjoy taking you from seeing stock compensation as an investment, or a mystery, to understanding it, using it as a tool to retire, spend time with family, travel, buy property, support charities, pay off debt, and live your best life. 

In my free time, I enjoy going on adventures with my wife, two kids and our dog and cat. (Although more of a dog lover, I have learned to love our cat too.) Over the years I have enjoyed giving my time to a wide range of causes including Boy Scouts, our church, as a Founding Travel Director and licensed coach for youth soccer, and as a fundraising member of the Leukemia and Lymphoma Society Team in Training. Outside of work, I can be found training for triathlons, reading and listening to books, hiking, kayaking, canoeing, cheering on Penn State Football and travelling. 

I truly enjoy helping people reach their goals through financial planning and maximizing stock compensation benefits. I look forward to working with you to achieve your best life.

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Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®) - College for Financial Planning
  • Certified Private Wealth Adviser® (CPWA®) - Investments & Wealth Institute with the University of Chicago Booth School of Business

Memberships

  • XY Planning Network
  • Financial Planning Association - Austin Chapter
  • Penn State Alumni Association


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John T. Hickey, AAMS® Photo
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John T. Hickey, AAMS®

Client Service Associate

John T. Hickey,

John T. Hickey, AAMS®

Client Service Associate


Helping you accomplish your financial goals is my primary motivation in my career. I have always enjoyed helping others and this position allows me to do so in a more impactful way. I typically focus on your requests as they relate to your financial plan, business development, and software implementation. 

As the son of a financial planner, I learned the value of money and hard work from an early age. I have always enjoyed hearing stories about Kent helping people, which makes me extremely thankful to work with him and learn from him. We aim to create many more success stories along the way.

Before deciding to pursue a career in financial advising, I received my undergraduate degree in Recreation, Park and Tourism Management with a concentration in PGA Golf Management from Penn State. I served world-class memberships for ten years by running tournaments, merchandising, teaching, implementing technology systems, and supporting them on a daily basis. I worked at Fishers Island Club, John’s Island Club, Grandfather Golf & Country Club, Red Sky Golf Club, Glenwild Golf Club, Trump National Golf Club - Washington, D.C. and the Penn State Golf Courses. My time in golf allowed me to develop an expertise in providing a client-first experience. 

During my final season as a golf professional, I decided to work toward becoming a financial planner. I completed the FPA Externship, earned my Accredited Asset Management Specialist℠ designation, and was offered an opportunity to start Ubequity. I am currently working on a Certification in Digital Assets from RIADAC, which we hope to use to offer you more opportunities to invest. I am also working toward becoming a CERTIFIED FINANCIAL PLANNER™ professional so that I may better serve you as an adviser. 

In my free time, I like to stay physically and mentally active, usually around family and friends. I enjoy staying physically active by exercising, hiking, traveling, and playing sports. I am always learning, often by reading, listening to podcasts, cooking, and watching sports. 

I look forward to getting to know you and helping you throughout your financial life. 

Certifications

  • Accredited Asset Management Specialist℠ (AAMS®) - College for Financial Planning
  • eMoney Fundamentals Certificate
  • Certificate in Blockchain and Digital - RIADAC (In Progress)

Memberships

  • XY Planning Network
  • Financial Planning Association - Austin Chapter
  • Penn State Alumni Association
  • Boy Scouts of America - Eagle Scout

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