• young couple talking with a male advsior
    Planning for today… and tomorrow.
    Hoylecohen logo icon white slideshow
    Hoylecohen triangle shapes left blue

WEALTH MANAGEMENT BLOG

Join the Conversation

February 2021 – Please join us in welcoming Sofia Khan to our HoyleCohen family.

We are pleased to announce that Sofia Khan has joined us in our Phoenix office as Office Administrator & Client Relationship Manager. Sophia brings with her 10+ years of financial services experience, most recently at Simplicity Scottsdale. In her new role she will be supporting Partner, Steve Taddie and his advisory clients as his primary Relationship Manager, while also handling the the day-to-day administrative and operational needs in the Phoenix office.

We are grateful to have her as part of our growing HC team!

~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~

 

OUR PROFESSIONAL CREDENTIALS

Look beyond financial planning. Ask about a life plan.

You can now find HoyleCohen at
Focus Partners Wealth.

Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships. Through a comprehensive range of services, we work with clients at every stage, helping them control their financial future—whether that’s planning for retirement, preparing the next generation, or growing your business. Our personal relationships with our clients will remain the foundation and future of our firm – Welcome to our new firm!

Pin It on Pinterest

HoyleCohen
young couple talking with a male advsior
Hoylecohen logo icon white slideshow
Hoylecohen triangle shapes left blue
HoyleCohen Welcomes Sofia Khan to the Team
CIMA® CHARTERED ADVISOR IN PHILANTHROPY CREDENTIAL
MBA MASTER OF BUSINESS ADMINISTRATION CREDENTIAL
JD JURIS DOCTORATE CREDENTIAL
IACCP INVESTMENT ADVISOR CERTIFIED COMPLIANCE PROFESSIONAL CREDENTIAL
CFP®CERTIFIED FINANCIAL PLANNER CREDENTIAL
CDFA CERTIFIED DIVORCE FINANCIAL ANALYST CREDENTIAL
RICP RETIREMENT INCOME CERTIFIED PROFESSIONAL CREDENTIAL
CAP CHARTERED ADVISOR IN PHILANTHROPY CREDENTIAL
AEP ACCREDITED ESTATE PLANNER CREDENTIAL
CHFC CHARTERED FINANCIAL CONSULTANT CREDENTIAL
CLU CHARTERED LIFE UNDERWRITER CREDENTIAL
CFA CHARTERED FINANCIAL ANALYST CREDENTIAL
CAIA CHARTERED ALTERNATIVE INVESTMENT ANALYST CREDENTIAL
MSF MASTER OF SCIENCE IN FINANCE CREDENTIAL
CIMA® CHARTERED ADVISOR IN PHILANTHROPY CREDENTIAL
MBA MASTER OF BUSINESS ADMINISTRATION CREDENTIAL
JD JURIS DOCTORATE CREDENTIAL
IACCP INVESTMENT ADVISOR CERTIFIED COMPLIANCE PROFESSIONAL CREDENTIAL
CFP®CERTIFIED FINANCIAL PLANNER CREDENTIAL
CDFA CERTIFIED DIVORCE FINANCIAL ANALYST CREDENTIAL
RICP RETIREMENT INCOME CERTIFIED PROFESSIONAL CREDENTIAL
CAP CHARTERED ADVISOR IN PHILANTHROPY CREDENTIAL
Share This