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
Medicare Made Clear – Breakfast Brainstorm
Wednesday July 31st at 8:00 am at HoyleCohen San Diego. Medicare Educational Event
CFASSD 2019 Board Orientation Retreat
Friday, June 7, 2019 at 8:00 am at HoyleCohen San Diego. CFASD 2019 Board Orientation Retreat.
NEXGEN – Lunch & Learn – First Time Homebuyer Mortgage Planning Case Studies
May 30, 2019 NEXGEN Lunch & Learn. First time home buyer case studies – Headed by Certified Mortgage Planning Specialist, Sarah Lindsey of Synergy One Lending. Focused on first time home buyers’ mortgage options.
Progress [Amidst Negativity]
Are things better? Are we making progress? If we are, you often can’t tell from the news. In fact, the positive tone of news coverage peaked in the 1950s and has trended mostly negative ever since…
NEWS + EVENTS
HoyleCohen Named to 2019 Financial Times 300 Top Registered Investment Advisers
June 27, 2019, San Diego CA – HoyleCohen is pleased to announce it has again been named to the 2019 edition of the Financial Times 300 Top Registered Investment Advisers.
Congratulations to HoyleCohen’s Robert C. Lopez on Passing the CAIA Level 2 Exam!
HoyleCohen is proud to celebrate our associate, Robert C. Lopez, in his accomplishment of passing the CAIA Level 2 exam and obtaining the CAIA® (Chartered Alternative Investment…
Congratulations to HoyleCohen’s Brandon Bol on Passing the CFP® Exam!
Brandon has been working diligently towards this goal since joining the firm, and it’s great to see him achieve this important professional milestone. Brandon is HoyleCohen’s 18th Certified Financial Planner® Professional…
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: