SAN DIEGO WEALTH MANAGEMENT & FINANCIAL ADVISORS
HoyleCohen San Diego
Conveniently located just off the I-52 between I-805 and I-15 in Kearny Mesa, HoyleCohen is not your typical San Diego wealth management firm. We combine expert impartial advice with a wide range of planning and investment options to help you make smart financial and life decisions.
Using our proprietary Wealth by Design process, we take the time to understand your personal wealth management philosophy. Then we design and implement custom strategies that help you achieve your financial goals and live the life you’ve always wanted. At HoyleCohen, you’ll never feel alone when making life-changing financial decisions because we’re always available to help and we’re always on your side.
Our story in our own words:
We help you find clarity in complexity.
HOYLECOHEN – SAN DIEGO FINANCIAL ADVISOR / PLANNER
With You Every Step of the Way
HoyleCohen is a financial advisor best suited for individuals and families seeking a personalized brand of wealth management. With over 500 years of relevant professional experience, our growing team combines some of the San Diego financial advisor community’s best and brightest next-generation talent with sage veterans who have been serving San Diego since the 1980s.
We are active in our community, and serve as leaders and role models in industry professional organizations. For instance, various staff members have had leadership roles in both the Financial Planning Association (FPA®) and the Chartered Financial Analyst (CFA®) Association, serving recently as President of the San Diego chapters of each.
How We Help
At HoyleCohen, financial planning isn’t an event; it’s an ongoing process that becomes part of your larger life plan. It starts with knowing where you are and where you want to go. Then we help you plan the best route to get there. As your life-long San Diego wealth management advocate, we always act in your best interests, helping to protect and grow your wealth with strategies designed to meet your goals. Whereas many San Diego financial planners or San Diego investment advisors may rely heavily on traditional approaches, we offer a wide range of planning and investment options.
SCHEDULE A COMPLIMENTARY CONSULTATION
Everyone talks about trust, we prefer to listen.
MORE CHOICES AND GREATER FLEXIBILITY
Where Wealth Meets Experience
No matter how well you plan, when the unexpected happens your life plans can suddenly change – often when you least expect it. To help you anticipate potential opportunities and future risks, we build a financial plan that explores scenarios and has the flexibility to change when your life does. Your Wealth + Our Experience results in more choices and greater flexibility for your financial peace of mind.
Your wealth journey begins here, with us…. schedule a complimentary consultation today!
HOYLECOHEN SAN DIEGO
Meet the Team
Our local San Diego wealth management team combines decades of relevant industry experience with additional specialized expertise available to them at HoyleCohen. Collectively, they represent over 500 years of combined experience. The large majority have professional credentials specific to our industry or their areas of expertise.
POWERED BY CARING PEOPLE
HoyleCohen Giving Back
Our passion for giving back to San Diego and the communities we serve comes from a core belief that volunteering our time and resources makes us better people and leaders. HoyleCohen Gives Back, also known as HCGB, was originally inspired and developed by employees with a real passion for serving others in need.
To date, our efforts and donations represent:
In Monetary Gifts
Helping Our Clients Make a Difference
HoyleCohen is very fortunate to have a client base of thoughtful, compassionate people and community leaders who share our commitment to service and civic impact. We help our clients shape their philanthropic visions and understand their charitable capacity through impactful discussions and in-depth personalized planning. We also help many clients execute their charitable wishes.
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.
SAN DIEGO FINANCIAL ADVISOR / PLANNER
Awards + Recognition
We aspire to be the best San Diego wealth management firm we can be. While a satisfied client is the most important recognition we can ever earn, it’s nice to know the industry also recognizes our excellence as a San Diego financial advisory firm in various ways.
SAN DIEGO FINANCIAL ADVISOR / PLANNER
Strength Through Relationships
Building long-term client relationships serves as the foundation for everything we do. It also involves more than just conversations about investments and numbers. We build warm, welcoming and engaging relationships by getting to know each other through hosted social and educational events, web-based seminars and connecting with each other through our website, blog, and social media accounts.
HoyleCohen in San Diego
In 2001, founding partners Kevin Hoyle and Joe Cohen – who were operating separate financial advisory practices at the time – felt the industry was evolving at an accelerating pace. They looked forward and realized their current and future clients would be better served if they joined together to bring the best of their combined expertise as San Diego financial planners and investment advisors. By the end of 2001, they merged their practices.
Today, HoyleCohen is a multi-generational firm and home to over 40 team members totaling more than 500 years of industry experience, serving over 1,000 households and managing approximately $1.7 billion in assets throughout California and across the nation. Our roots, however, are as a San Diego wealth management firm founded on strong principals of honesty, integrity, hard work, and innovative thinking. What started as two smaller practices is now an enduring firm. We do not take what we have become for granted. Inspired by our clients, we intend to keep getting better, together, through the years.
FROM OUR BLOG
On July1, 2019 California began offering a state-sponsored retirement savings program focused on ease and win-win for both employers and workers.
Director of Investments, Vanessa Wieliczko, comments on market volatility, corrections, current climate, and what HoyleCohen is doing.
Wealth is the ability to fully experience life.” – Henry David Thoreau
We are actively looking for a dynamic CSA to join our team. This is a fabulous opportunity for a detail oriented customer service specialist looking to contribute and grow with a great team of professionals.
NEWS + EVENTS
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.
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…
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…