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HoyleCohen, San Diego, CA; Sacramento, CA; Santa Monica, CA
Focus Partner since May 2006
“I became part of HoyleCohen and Focus to build long-term continuity into my practice for my clients and staff. This has allowed me to do what I do best and love most, namely serving clients and adding value to their lives through the Wealth & Beyond Program®.” — Mark Delfino, Managing Director & CEO
With offices in San Diego and Sacramento, CA, HoyleCohen offers affluent families comprehensive wealth management services that cover retirement, estate, tax, insurance and legacy planning. HoyleCohen also offers a unique combination of investment strategies designed to offer a stable, inflation-beating return under a variety of market conditions. Founders Kevin Hoyle and Joe Cohen continue to serve clients, having done so for over three decades, while a new generation of management, led by Mark Delfino, runs the firm. HoyleCohen expanded into Sacramento, CA in 2014 when it merged with Chuck Ebersole’s practice. Chuck has been an advisor for four decades and is the creator of the Wealth & Beyond Program® which HoyleCohen has adopted and enhanced for all its clients.