WEALTH MANAGEMENT BLOG

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March 2021 – Please join us in welcoming Alex Garofalo to our HoyleCohen family.

We are pleased to announce that Alex Garofalo has joined us in our Santa Monica office as a Senior Relationship Manager. Alex brings with him 9+ years of financial services experience, most recently at Wells Fargo Advisors.

In his new role, Alex will be responsible for supporting Kathy Siriwan and her advisory clients, acting as her primary Relationship Manager. Alex will serve as the clients’ point of contact, championing the client relationship by responding to client inquiries, managing client communications, paperwork and data, coordinating client meetings, and facilitating financial transactions. His tenacity, outstanding interpersonal skills, and attention to detail make him an exceptional member of the HoyleCohen team.

In his spare time, Alex enjoys reading, listening to music, and playing the drums and volunteering for a local animal rescue.

We are grateful to have him as part of our growing HC family!

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Look beyond financial planning. Ask about a life plan.

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