News & Resources

Team member completes most rigorous financial planning credentialing program

For immediate release:  April 19, 2016– San Diego, CA - -  HoyleCohen, LLC, a leader in wealth management solutions and advisory services, is proud to announce that our Director of Investments & Portfolio Management, Vanessa Wieliczko, CFA, CAIA, has been authorized by the Certified Financial Planner Board of Standards (CFP Board) to use the Certified Financial Planner™ (CFP®) certification marks.

The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas:  the financial planning process, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.  CFP® professionals also agree to meet ongoing continuing education requirements and to uphold CFP Board’s Code of Ethics and Professional Responsibility, Rules of Conduct and Financial Planning Practice Standards.

CFP Board is a nonprofit certification organization with a mission to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning.  CFP Board owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with plaque design) and CFP (with flame design) in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements.  CFP Board currently authorizes more than 70,000 individuals to use these marks in the United States.  For more about CFP Board, visit www.CFP.net.

“HoyleCohen is extremely proud of Vanessa for her accomplishment,” said CEO and Managing Director Mark Delfino. “She has demonstrated great discipline and tenacity in her pursuit of the CFP® certification. With Vanessa’s skills and leadership, we’ve been able to develop a robust investment platform that offers the best of traditional investment approaches with a host of alternative strategies designed to offer high, but secure income, better downside protection and enhanced opportunity for growth.” Delfino concluded.

If you would like to learn more about HoyleCohen, LLC, please visit www.hoylecohen.com or call (858) 576-7300.

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.

Media Contact:

Ashley Rhame, Marketing and Communications

HoyleCohen, LLC

858-576-7300 x182

ashley.rhame@hoylecohen.com