"Be true to your work, your word, and your friend."
- Henry David Thoreau
July 6, 2017 – HoyleCohen is proud to announce that our Director of Investments and Portfolio Management, Vanessa Wieliczko, CFA, CAIA, CFP® has been elected for a two year term as President of the CFA Society San Diego, a group of approximately 500 elite investment professionals in San Diego County.Read More
June 29, 2017 – HoyleCohen is proud to announce that our Director of Investments and Portfolio Management, Vanessa Wieliczko, CFA, CAIA, CFP® has been selected for InvestmentNews’ 40 Under 40. Based on accomplishments to date, contributions to the financial advisory industry, leadership and promise, Vanessa was chosen from more than 800 nominations.Read More
June 22, 2017 – HoyleCohen LLC, is pleased to announce that we have been named as one of the Financial Times 300 Top Registered Investment Advisers for the third consecutive year. The list recognizes top independent RIA firms from across the nation.Read More
Los Angeles, LA – June 19, 2017 – HoyleCohen, LLC announced today that is has acquired Libbie Agran Financial Services (‘Libbie Agran’), a registered investment advisory firm based in Santa Monica, California.Read More