WOMEN & WEALTH: FINANCIAL ADVISORS FOR WOMEN
At HoyleCohen, we get it. In fact, we’ve been on your page for a while. We created Women & Wealth – a special HoyleCohen practice designed by and for women – in 2011 to address your needs in a way that our industry had largely overlooked.
We understand that while women have common needs, each one is unique, and a one-size-fits-all approach will not work. Whether you need to support a longer lifespan, climb a higher financial hill, deal with an unexpected transition or make difficult financial decisions with confidence, we treat your wealth with the same care as our own.
CFP® / CDFA®
CFP® / CDFA® / RICP®
Senior Wealth Advisor
SCHEDULE A COMPLIMENTARY CONSULTATION / WEALTH MANAGEMENT FOR WOMEN
6/10/20 – Part 3 of a virtual series for women focused on on taking control in an uncertain environment. Elisabeth Cullington is joined by Author, Entrepreneur and Executive Search Guru, Robin Toft.
Please join us in honoring Janet Acheatel for her distinction in the 11th annual – Lipinsky Family San Diego Jewish Art Festival’s centerpiece – Woman Of Valor.
6/3/20 – Part 2 of a virtual series for women focused on on taking control in an uncertain environment. Elisabeth Cullington is joined by Retirement Planning Guru, Katherine Roy of J.P. Morgan.
PLAN WELL. LIVE FULLY.
Expanding Our Impact
WEALTH MANAGEMENT FOR WOMEN BY WOMEN
Know Each Other
Women & Wealth Newsletter
Insights & inspiration about women and their wealth.
Join Our Community
Follow Women & Wealth on social media.
Plan Well. Live Fully.
Learn more about HoyleCohen.