WEALTH MANAGEMENT BLOG

Join the Conversation

MEET THE TEAM

Vernon Eberly, CFP® 

Wealth Advisor

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.

OUR PROFESSIONAL CREDENTIALS

Look beyond financial planning. Ask about a life plan.

Pin It on Pinterest