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
Investing After The Election
As investors move forward and leave behind whatever emotional response the election triggered, we believe that it is important to base our investment decisions on economic and market fundamentals. As it happens, the economy remains resilient, company earnings are growing, and the Fed has begun readjusting rates downward towards their estimation of the neutral rate. In our view, irrational investor behavior is more dangerous to the success of a financial plan than short-term market performance, and we recommend fighting the urge to react after events happen. While most politicians would not like to admit it, markets tend to advance in spite of political events, rather than because of them.
Tax Loss Harvesting: An Overview and Its Benefits
Tax loss harvesting can be a valuable tool for managing taxable income and improving after-tax returns. By strategically realizing losses and offsetting gains, investors can enhance their financial outcomes while maintaining or adjusting their investment strategies.
2024 End of Year Financial Planning Checklist
As 2024 comes to a close, check out these Financial Planning End-of-Year tips to help position you for success in 2025 and beyond!
HoyleCohen is again ranked among the “Best Places to Work in San Diego” by SDBJ
September 14, 2023 – San Diego, CA – HoyleCohen, LLC has been awarded a Top Workplaces 2023 honor by the San Diego Business Journal for the eighth year in a row.
NEWS + EVENTS
HoyleCohen is again ranked among the “Best Places to Work in San Diego” by SDBJ
September 14, 2023 – San Diego, CA – HoyleCohen, LLC has been awarded a Top Workplaces 2023 honor by the San Diego Business Journal for the eighth year in a row.
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.
Smarter decisions.
Greater possibilities.
