"Allow yourself to think only those thoughts that match your principles and can bear the bright light of day. Day by day, your choices, your thoughts, your actions fashion the person you become. Your integrity determines your destiny.” - Heraclitus
"It takes as much energy to wish as it does to plan." - Eleanor Roosevelt
Colleen Gepp is a Senior Wealth Advisor with over thirty years of experience advising clients. Colleen serves over 100 individuals, families and corporate clients. Her greatest strength is in the personal relationships she builds with her financial planning and investment advisory clients. She loves helping people achieve their financial goals and values the trust placed in her by clients.
Colleen met Kevin Hoyle in 1986 when he became her manager at Prudential‐Bache and has enjoyed building her career with him ever since and through several transitions. When Kevin Hoyle and Joe Cohen merged their two practices in 2001 to form HoyleCohen, she continued her quality service to clients and has remained an invaluable member of HoyleCohen and very involved in investment research and recommendations.
Colleen holds the Certified Financial PlannerTM (CFP®) professional designation and is a registered Investment Advisory Representative (IAR). She is also licensed to offer Life Insurance and Annuity products in California.
Colleen is a fourth generation San Diego native. She enjoys playing golf, photography, playing music and spending time with her family.