SAN DIEGO--HoyleCohen, LLC announces the promotion of Elisabeth Cullington and the hiring of Janet Acheatel and Bridget Grimes in order to build on the success of the firm’s recent growth and its recently formed women’s practice. The team brings over seventy years of combined financial expertise and passion for serving clients.
Elisabeth Cullington, CFP®, CDFA. Practice founder Elisabeth Cullington was recently promoted to Managing Director of the firm. Ms. Cullington co
-founded the firm’s women’s practice Wealth by Design for Womensm in 2011 in order to help women gain the financial education and confidence they need to manage their wealth and to fulfill their growing roles in the U.S. and global economy. Ms. Cullington brings over two decades of industry and personal experience to women executives and women in transition. Ms. Cullington will continue to serve her existing clients, focus on new client acquisitions, and lead the Wealth by Design for Womensm practice.
Janet Acheatel, CFP®. After a career at Brandes Investment Partners and a brief period with semi-
retirement, Ms. Acheatel became more acutely aware of the needs of women in transition when two female friends became widows unexpectedly. She learned of HoyleCohen’s interest in forming a women’s practice in 2010 and partnered with Elisabeth Cullington as an independent contractor to launch the practice in 2011. With over thirty years of industry experience, Janet will now champion the firm’s women’s practice as its co-Leader and will serve clients as a permanent member of the HoyleCohen advisory team.
Bridget Grimes. Bridget Grimes joined HoyleCohen and its women’s practice as a wealth advisor on July 20, 2012. Ms. Grimes adds twenty plus years of professional expertise, most recently
in her position of financial advisor with Morgan Stanley Smith Barney. “After exploring a host of independent options, it was clear that HoyleCohen is unique in its ability to combine financial planning and investment management with a deep understanding of the issues professional women and women in transition face. I am thrilled to be part of a traditional RIA that both supports my passion to work with women and always keeps the clients and their best interests the highest priority.”
Elisabeth Cullington commented, “Our Wealth by Design for Womensm practice continues to evolve and help more women lead more fulfilling lives. Adding Bridget to our team is not only a testament to the growth of our practice, but also to the need we are answering for women in financial services.”
“We are pleased to have Elisabeth, Janet, and Bridget lead our Women’s Practice,” said Mark Delfino, Managing Director and CEO. “They are experienced, high integrity professionals who are changing more and more people’s lives as a result of their shared vision and passion.”
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. To learn more, please visit www.hoylecohen.com.
Wealth by Design for Womensm
Wealth by Design for Womensm is a practice group of HoyleCohen, LLC that is committed to helping women discover financial confidence through education and wealth management solutions tailored and customized to each client's unique set of needs and goals. To learn more, please visit www.wbd4women.com.