WEALTH MANAGEMENT NEWS

What the Press Has to Say About HoyleCohen

We aspire to be a leading financial advisory firm and one of the best places for talented, high-integrity people to work in any industry. As a result, it’s meaningful to us when local or wealth management news mention things that reaffirm our aspirations.

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OUR PROFESSIONAL CREDENTIALS

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

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HoyleCohen - San Diego, CA
350 Camino de la Reina, Suite 500
San Diego, CA 92108
(858) 576-7300
HoyleCohen - Phoenix, AZ
2200 E Camelback Rd, Suite 130
Phoenix, AZ 85016
(602) 778-0307
HoyleCohen - Santa Monica, CA
2120 Colorado Ave, Suite 100
Santa Monica, CA 90404
(310) 586-1828
HoyleCohen - Sacramento, CA
1425 River Park Drive, Suite 110
Sacramento, CA 95815
(916) 588-2960
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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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