WEALTH MANAGEMENT
A Trusted Financial Advisor
Welcome to HoyleCohen, the wealth management firm for individuals and families who want the long-term financial security and peace of mind that can only come from informed stewardship of your wealth.
HoyleCohen helps you make smart financial planning and investment decisions by providing impartial objective advice delivered in the context of your life. As your lifelong wealth management advocates, we build enduring relationships that shape where you want to go in life and help you get there.
We build futures.
What will yours look like?
FINANCIAL ADVISOR
Wealth on Your Terms
If you’re looking for something other than typical cookie-cutter, one-size-fits-all wealth management, HoyleCohen is the place. Our holistic planning process starts with understanding your financial and life goals. Then we help you build a plan that incorporates everything you hope to accomplish with your wealth.
PLAN WELL. LIVE FULLY.
Wealth by Design Process
Wealth management should never be left to chance. Our proprietary Wealth by Design process helps you discover what is most important to you, design a life plan, implement smart investment strategies and keep you on track to get where you want to go.
SCHEDULE A COMPLIMENTARY CONSULTATION
Everyone talks about trust, we prefer to listen.
EMPOWERING WOMEN
Manage your wealth with confidence and control
The Women’s Practice – wealth advisory for women, by women.
Check your dashboard >
Managing your wealth has never been easier!
- Check for account updates
- Access your online documents
- And much more…
Get to know us >
Meet the HoyleCohen Family
- 500+ years of industry experience
- Specialized credentials and licenses
- Friendly, caring advisors driven to excel
INVEST WITH CONFIDENCE
How We Help
Careful planning. Expert advice. Flexible investment strategies. We manage the details while you focus on what really matters.
Talk to a Trusted Advisor / Schedule a Complimentary Consultation
FROM OUR BLOG
Market & Economic Update Webinar with Samantha Azzarello of J.P. Morgan
6/3/20 – Part 2 of a virtual series for women focused on on taking control in an uncertain environment. Elisabeth Cullington is joined by Retirement Planning Guru, Katherine Roy of J.P. Morgan.
Getting Financially Fit Virtual Series Summaries
Check out these great virtual events hosted by Senior Wealth Advisor, Elisabeth Cullington, offering steps women can take now to get their financial and lives in shape!
Emerging Lessons on Diversity & Inclusion at HoyleCohen
Our individual identities shape and influence our experiences and perspectives, and diversity and inclusion have always been at the core of who we are. We have tried hard to embrace uniqueness, promote equality, and practice inclusivity across various dimensions of gender, social, and cultural identities in the spirit of delivering trusted advice and excellent client service.
Top 5 Mistakes to Avoid BEFORE a Liquidity Event
8/5/20- Join Sr. Wealth Advisor, Ty Summerlin and Estate Planning attorney, Rebecca Haines, for a straight-forward, casual discussion on how to apply liquidation strategies to minimize taxes and increase net payout of a stock windfall.
NEWS + EVENTS
HoyleCohen Again Named to Financial Times 300 Top Registered Investment Advisers
July 31, 2020 San Diego CA – HoyleCohen is pleased to announce it has again been named the Financial Times 300 – Top Registered Investment Advisers (FT300) for 2020.
UCLA Alumni San Diego Network Wins 2020 Alumni Network of the Year!
HoyleCohen Associate Portfolio Manager, Robert C. Lopez serves as Treasurer of the leadership board of the San Diego UCLA Alumni Network, which has won the 2020 UCLA Alumni Network of the Year!
Access to Insight – A Conversation with Robert Price
Sr. Wealth Advisor and JCF Board Chair, Janet Acheatel, speaks with Robert Price, Chairman of Price Philanthropies about Resilience and Growth. Tuesday 5/26
Smarter decisions.
Greater possibilities.
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HoyleCohen – The Shift Newsletter
Shift your thinking with our timely & informative newsletter.
EDUCATION
Knowledge is the key to successful wealth management.
Education is an important focus for us, be it the continuing education of our team or our commitment to our clients. We encourage you to explore our education area: