WEALTH MANAGEMENT BLOG

Join the Conversation

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

OUR PROFESSIONAL CREDENTIALS

Look beyond financial planning. Ask about a life plan.

Pin It on Pinterest

Share This