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HoyleCohen’s Vanessa Wieliczko Elected 2015-2017 Public Awareness Chair CFA Society of San Diego

by | Jun 23, 2015 | Blog, News | 0 comments

HoyleCohen’s Vanessa Wieliczko Elected 2015-2017 Public Awareness Chair CFA Society of San Diego

June 23, 2015 – San Diego, CA – HoyleCohen, LLC, a leader in wealth management solutions and advisory services, is happy to announce that our Director of Investments Vanessa Wieliczko, has been elected as the 2015-2017 Public Awareness Chair for the CFA Society of San Diego.

Learn More About the CFA Society of San Diego.

If you would like to learn more about HoyleCohen, LLC, please visit www.hoylecohen.com or call (858) 576-7300.

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 the decisions that will guide them toward achieving their life goals, while sustaining their wealth across generations. HoyleCohen helps its clients by building trusted long‐term relationships, designing and implementing wealth solutions, and providing objective advice without conflicts or hidden agendas.

Media Contact:
Theresa Wolner, Marketing and Business Development Manager
HoyleCohen, LLC
858-576-7300
theresa.wolner@hoylecohen.com

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DISCLOSURE: The Colony Group, LLC (“Colony”) is an SEC Registered Investment Advisor with offices in Massachusetts, New York, Maryland, Virginia, Florida, Colorado, California, New Hampshire, Connecticut, Washington D.C., and New Jersey. Registration does not imply that the SEC has endorsed or approved the qualifications of Colony or its respective representatives to provide the advisory services described herein. Colony is registered to do business as “The Colony Group of Florida, LLC” in Florida, and “The Colony Group of Missouri, LLC”, in Missouri. Colony provides individuals and institutions with personalized financial advisory services. On September 1, 2024, HoyleCohen, LLC merged with and into Colony. Clients of HoyleCohen, LLC assigned their advisory agreements to Colony.

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