THE HOYLECOHEN STORY: A FOCUS FINANCIAL PARTNER

Get to Know Us
HoyleCohen was founded in 2001 by two experienced wealth management professionals who sought a better way to help high-net worth individuals manage their wealth. Since then we have grown to over 40 team members serving more than 1,000 client households with roughly $1.7 billion of managed assets.

Learn more about our story – from humble beginnings to where we are today.

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500+ YEARS OF COMBINED EXPERIENCE

Meet the Team

It takes more than financial experience and expertise to become part of the HoyleCohen team. We insist on honesty, integrity, a passion for helping others and a commitment to putting your interests first – always.
Visit One of Our Locations
Whether you live in California or beyond, we’ve got you covered with three convenient office locations.
HoyleCohen – San Diego
9350 Waxie Way, Suite 500
San Diego, CA 92123

(858) 576-7300

HoyleCohen – Santa Monica
2120 Colorado Ave, Suite 100
Santa Monica, CA 90404

(310) 586-1828

HoyleCohen – Sacramento
1425 River Park Drive, Suite 110
Sacramento, CA 95815

(916) 588-2960

CAREERS AT HOYLECOHEN
COMPLIMENTARY CONSULTATION
GUEST SPEAKER REQUEST

LIVING OUR VALUES

HoyleCohen Giving Back

Inspired and led by employees with a real passion for serving others in need, our entire firm has come together to join the mission of altruistic intent. We strive to connect our employees – and clients who share our philanthropic values – with their communities in ways that matter to them.

In Monetary Gifts

Meals Served

Volunteer Hours
Find out more about the organizations we are passionate about!
A Focus Financial Partner / Learn More

STRIVING FOR EXCELLENCE IN ALL WE DO

Awards + Recognition

One of the best ways to judge a business is hearing what others have to say about them. We’re honored to have received numerous awards from organizations both inside and outside our industry. Visit our Awards and Recognition page to learn who considers us worthy of recognition and why.

OUR PROFESSIONAL CREDENTIALS

Look beyond financial planning. Ask about a life plan.

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