LOS ANGELES / SANTA MONICA, CA WEALTH MANAGEMENT & FINANCIAL ADVISORS
Using a deeply personal and individual approach, we:
- Get to know you and your personal wealth management philosophy
- Design and implement strategies that support achieving your financial goals
- Help you plan and live the life you’ve always wanted
Our story, told in our own words:
HoyleCohen Los Angeles /
Santa Monica, CA
2120 Colorado Ave, Suite 100
Santa Monica, CA 90404
Hours Of Operation:
Mon-Thu: 7:30am – 4pm
Friday: 7:30am – 3pm
Please call for appointment.
LOS ANGELES / SANTA MONICA, CA FINANCIAL ADVISOR / PLANNER
SCHEDULE A COMPLIMENTARY CONSULTATION
Everyone talks about trust, we prefer to listen.
YOUR WEALTH JOURNEY BEGINS HERE, WITH US.
Your Wealth + Our Experience = More Choice + Greater Flexibility for more peace of mind.
HOYLECOHEN – LOS ANGELES / SANTA MONICA, CA
POWERED BY CARING PEOPLE
HoyleCohen Giving Back
Our local and combined efforts over the years include:
BEYOND WEALTH
Since our inception, we have helped clients define charitable intent that collectively will measure in the hundreds of millions of dollars when fully executed. We have also assisted directly with over $37 million in charitable donations to organizations across the globe.
LOS ANGELES / SANTA MONICA, CA FINANCIAL ADVISOR
Awards + Recognition
Talk to a Trusted Advisor / Schedule a Complimentary Consultation
LOS ANGELES / SANTA MONICA, CA FINANCIAL ADVISOR
We build enduring relationships by listening to our clients and understanding where they want to go in life. We get to know them at an intimate level, and we believe they stay with us because they know we care about them as people first and wealth management clients second. Some of our clients have been with us for 30+ years. Over the years, we have become part of their lives and they have become part of ours. As we walk with them through different life stages, they understand that we will always be there for them and that they aren’t alone. When you work with clients for that long it becomes easy to go the extra mile and treat them like family.
Libbie Agran began advising clients in the Los Angeles area in the early 1980s. Rita Robbins was Libbie’s first full-time employee. By 1999, Margaret Shin, Kathy Siriwan and Peter Mueller had joined the team. In 2006, Peter Mueller took over for Libbie and also began running the firm. As the firm grew, so did the demands for running it. Peter and seven other team members merged with HoyleCohen in June 2017 in order to spend less time on the administrative details of the business and more time doing what they love – serving and adding value to clients. This established HoyleCohen’s presence in Santa Monica.
FROM OUR BLOG
Webinar: Medicare Made Clear 2024
Thursday, October 3, 2024 12:00 pm PT (3:00 pm ET) Planning for Medicare and other healthcare costs is a critical part of building a comprehensive retirement plan. We understand how daunting it can be to research and compare the many moving parts of Medicare and take...
Curated by Colony Webinar – Cybersecurity: How to Protect Yourself from Fraud and Cyber Attacks
November 13, 2024 12:00 pm ET (9:00 am PT) Join Curated by Colony and Total Digital Security for an update on the latest trends in online fraud, hacking, and the growing rise of AI-based threats. We’ll share insights on how to spot an attack, best practices to protect...
Curated by Colony Webinar – Multi-Generational Getaways: Creating Lasting Memories for Every Age
October 17, 2024 12:00 pm ET (9:00 am PT) Join Curated by Colony and Truvay Travel as we discuss how to plan a family vacation tailored to your group’s individual and collective needs, to create a lifetime of positive memories. Discover invaluable vacation planning...
Curated by Colony Webinar – Aging in Place: What You Need to Know
September 24, 2024 12:00 pm ET (9:00 am PT) Join Curated by Colony and O’Connor Professional Group for an insightful webinar on what you need to know to age in place successfully. We’ll explore the essential proactive steps and considerations to help you prepare your...
NEWS + EVENTS
Focus Financial Announces HoyleCohen to Join The Colony Group
Focus Financial announces the recent definitive agreement between Wealth Management Firms, HoyleCohen and The Colony Group.
HoyleCohen Named to the Top RIAs in the U.S. by Financial Advisor Magazine
Join us in celebrating HoyleCohen’s inclusion to the Top RIA’s in the U.S. as named by Financial Advisor Magazine, marking our 6th consecutive year for this honor.
HoyleCohen Ranks In San Diego’s Top Wealth Management Firms of 2023
April 2024 – HoyleCohen is pleased to announce that we have again been ranked in the Top Wealth Management Firms by San Diego Business Journal
Smarter decisions.
Greater possibilities.