WEALTH MANAGEMENT BLOG ARCHIVES

MEET THE TEAM

Vernon Eberly serves as a Wealth Advisor and Senior Financial Planner at HoyleCohen. In his role as a Planner, Vernon oversees the day to day functions of the planning department including managing process flow, delivering plans and training associate planners. He also works directly with Senior Wealth Advisors supporting some of their largest client relationships. Vernon’s attention to detail allows him to provide comprehensive analyses for clients in topics ranging from stock options reviews to in-depth tax and estate planning.

Vernon holds the Certified Financial Planner™ (CFP®) professional designation, and is an active member of the San Diego chapter of the Financial Planning Association (FPA) as well as the FPA’s NextGen community.

As a graduate and advocate of the San Diego State University Personal Financial Planning program, Vernon is dedicated to introducing new planners to the industry through tailored education and training. Vernon’s passion for financial planning extends into his free time as he is constantly consuming industry content through articles, events and financial planning podcasts. When he does take a break from all things planning, Vernon loves to spend time outdoors with his wife Kristen and their young son Weston.

MEET THE TEAM

Ty Summerlin is a Senior Wealth Advisor at HoyleCohen. Driven by pure energy, Ty advises sophisticated clients with complex financial needs, including Biotech CEOs, private equity partners, and successful entrepreneurs. Ty has extensive expertise in the interplay between investments, estate and tax planning, including corporate stock option strategies, employee benefit analysis and retirement planning. Taking the view that his relationship with his clients is as unique as they are, Ty focuses on integration of all the moving pieces of their financial puzzle, as well as its thoughtful management and oversight.

Ty has over twenty years of experience in the financial services industry and holds the Certified Financial Planner (CFP®) designation.

Like so many of his clients, Ty shares an entrepreneurial spirit and passion for giving back. A long-time health & fitness buff, he remains an active volunteer with several adaptive sports and wounded veteran organizations.

Fiduciary

A fiduciary is a person or legal entity, such as a bank or brokerage firm, that has the power and responsibility of acting for another in situations requiring complete trust, good faith and honesty. At HoyleCohen, we would add “transparency” to that definition.

MEET THE FOUNDERS

Elisabeth is a leader, role model and advocate for women. As an entrepreneur, business owner and professional who has first-hand experience with divorce, she has been advising clients for over 30+ years. Elisabeth understands the unique challenges women face and has helped many successfully navigate some of life’s most difficult financial and emotional transitions. Serving as a trusted financial and life advisor, she guides women to make informed decisions that put them in control of their wealth and support achieving their financial and life goals.

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