Colleen Gepp, Cfp® Email & Phone Number

To me, the best and most important things in life cannot be bought, sold, or assigned a value. They are your loved ones, your valued personal and professional relationships and the sweat equity you’ve accrued on the path to building a successful career. They are your memories, the quality time you spend with your family, and the comfort in knowing that those you love will be taken care of – no matter what life brings. These are not things that show up on a balance sheet. However, thoughtful planning will bring these priceless goals, priorities and dreams to the forefront and offer a piece of mind that money cannot buy. My heartfelt dedication to this belief is reflected in the way I serve my clients in the context of their own unique life paths. To me, wealth advising is about providing exemplary service to each and every one of my clients - helping to instill in them confidence that the things they hold closest are safe with me. Over the past 30 years, I have worked with clients in all stages of life. I bring forward my knowledge as well as the extensive leveraged knowledge of the HoyleCohen team surrounding investments, retirement, income, estate and tax planning matters as I collaborate with clients to help them design and execute their unique goals. I endeavor to serve as not only a representative to my clients, but an advocate as well - celebrating good times and milestones along with them, as well as providing support in trying times. From my perspective, exemplary service means that I am at the ready to help in any capacity that I am able. And if my clients come to think of me as a confidant, technical expert, sounding-board, friend, or even a sympathetic ear, I am doing my job. A native San Diegan, I enjoy playing golf, working on my photography, playing music and spending time with my own treasured loved ones when I am not working with clients.