April, 2022
HoyleCohen is thrilled to congratulate Partners & Senior Wealth Advisors, Elisabeth Cullington, CFP® (San Diego Office) and Stephen (Steve) Taddie, CBE®, CFM (Phoenix Office) for their inclusion in the 2022 Forbes Best-In-State Wealth Advisors list for their respective states.
As cited by R.J. Shook: “the very best advisors are laser focused on having a positive impact on their clients’ lives, they want to add meaning and help them live better lives.” We couldn’t agree more. Steve and Elisabeth are passionate about helping their clients define their financial goals and life plans, and keeping them on track through the journey. We are truly humbled and honored to be nationally recognized by Forbes.
About HoyleCohen LLC:
HoyleCohen is a San Diego-based wealth management firm that offers financial planning and investment services. Founded in 2001 with two decades of prior history, HoyleCohen helps its clients make financial decisions by employing a holistic planning process which starts with understanding their life goals. HoyleCohen helps its clients by building trusted long‐term relationships, designing and implementing wealth solutions, and providing objective advice without conflicts or hidden agendas.
Disclosures provided by SHOOK: SHOOK does not receive compensation in exchange for its Top Advisor placements or rankings, which are determined independently (see methodology). Participation in this directory is limited to ranked advisors; once placed on a ranking, advisors may choose to pay fees to Forbes and Shook for premium listing features as indicated by highlighted names. Investors must carefully choose the right advisor for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.’
METHODOLOGY: Each advisor—selected by SHOOK Research—is chosen based on an algorithm of qualitative and quantitative criteria, including: in-person interviews; industry experience; compliance records; revenue produced; and assets under management.
For a full copy of the Shook Methodology click here.
Additional Disclosures: The criteria for consideration of this award includes a subjective assessment of independent financial planners, advisors and asset management firms, advisors who act as fiduciaries, firms that provide customized services, firms that have a high level of transparency, fee-only advisors and wealth managers, fee-based advisors who are also fiduciaries and firms that have a well-established and experienced advisory team. This award should not be viewed as representative of any one client’s experience and should not be taken as an indication of performance by HoyleCohen and any of its clients. Neither HoyleCohen nor any of its employees were required to be a member of an organization to be eligible to receive this award. HoyleCohen did not pay a fee to apply for this award.
