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
Artificial Intelligence a 60,000 ft. View
In this short review, Portfolio Manager, Kittiwat Sripom, CFP® considers AI: what it is, how businesses are using it, and its future impacts.
7 Key Investment Questions to Ask Yourself
Interested in investing? Investment Planning & Strategies play an integral role in a solid financial plan and are different for everyone depending on their income/cash streams, stage of life, other assets owned, etc. Here we review several key questions to consider when making investment decisions.
Is the Stock Market Overvalued?
As the S&P hovers around 5,000, supported by improving earnings, economists and other financial analysts ponder if the market is getting overvalued in this IBT article.
Investment Team Market Update & Discussion
Check out the full recording of our recent market update an economic discussion with members of our Investment team.
NEWS + EVENTS
HoyleCohen is again included in the “Best Places to Work in San Diego” by SDBJ
For Immediate Release: August 27th, 2020 – San Diego, CA – HoyleCohen, LLC is proud to announce that we have been selected as the #4 Best Place to Work in in San Diego by the San Diego Business Journal!!
SDBJ Top 40 Leaders Under 40
Congrats to Rachel Jackson, PMQ on being included in the 2023 SDBJ Top 40 Leaders Under 40
HoyleCohen Ranks In San Diego’s Top Wealth Management Firms of 2022
April 2023 – 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.