Colleen Gepp, Cfp® Email & Phone Number

San Diego, Ca, Us

San Diego, Ca, Us

At HoyleCohen, we believe that the best way to get where you want to be is to start by clearly identifying where you are; finding your Red Dot™. Imagine a mall directory that displays among the floor plan of stores a small red dot and the words “You Are Here.” This marker helps you determine where in the mall you are, so that you can easily find your desired destination. Through the HoyleCohen Wealth & Beyond™ Program, our first conversations with you will center on finding your personal Red… Show more At HoyleCohen, we believe that the best way to get where you want to be is to start by clearly identifying where you are; finding your Red Dot™. Imagine a mall directory that displays among the floor plan of stores a small red dot and the words “You Are Here.” This marker helps you determine where in the mall you are, so that you can easily find your desired destination. Through the HoyleCohen Wealth & Beyond™ Program, our first conversations with you will center on finding your personal Red Dot™ so that we can better help you to identify the gaps between your current financial planning and your financial goals. We then have the tools we need to develop the strategies and tactics that will successfully close those gaps and move you forward on the path towards your goals. Because each person’s Red Dot™ is unique, our analysis doesn’t begin and end with traditional assumptions used to determine whether or not our clients will have enough money to meet their goals. Our clients have choices, room to make adjustments, and confidence that they will reach the goals that we design in some of our very first conversations together.You have a lot of choices for a wealth manager. What sets us apart?We have over 300 years of combined financial experience and various accreditations including a CIMA, CFA, CIAA, JD and 10 CFPs on staff. As an independent fee-only registered investment advisor, we do no sell any products. The best interests of our clients are the only driving factor in our investment recommendations.Our role as a fiduciary in a fee-based model means that we are held to a higher standard by the SEC than other advisors who are paid based on the investments they recommend. We take a collaborative approach to client service – clients are supported by a team comprised of advisors, technical specialists, relationship managers, investment analysts and operations staff. Show less