September 2022 – HoyleCohen’s Chief of Investments, Vanessa Wieliczko, CFA, CAIA, CFP®, has been included in the 2022 diverse group of standouts and rising stars who represent an industry evolving to better meet the needs of clients, by RIA Intel.

Vanessa was named as one of the Rising Stars in the industry and we couldn’t agree more! Starting her career in the financial industry in 2008, shortly before the Financial Crisis, she obtained her Chartered Financial Analyst, Chartered Alternative Investment Analyst, and Certified Financial Planner designations before age 30. She has been recognized in the Investment News and San Diego Business Journal’s “40 Under 40” and NextGen leadership awards, and she currently is serving her 2nd term as the president of the CFA Society San Diego.

Always willing to mentor and support others in the industry and at the firm, we are thrilled to celebrate this latest honor with her.

Check out the notification by clicking here. To read the Rising Stars’ thoughts on what opportunities and risks etc. they are currently watching for, what they disagree on and changes they would like to see this year, click here.

DISCLOSURE: The criteria for consideration of this award includes a subjective assessment of independent financial planners, advisors and asset management firms, advisors who act as fiduciaries, firms that provide customized services, firms that have a high level of transparency, fee-only advisors and wealth managers, fee-based advisors who are also fiduciaries and firms that have a well-established and experienced advisory team. This award should not be viewed as representative of any one client’s experience and should not be taken as an indication of performance by HoyleCohen and any of its clients. Neither HoyleCohen nor any of its employees were required to be a member of an organization to be eligible to receive this award. HoyleCohen did not pay a fee to apply for this award.