HoyleCohen, LLC
Industry: Company
DescriptionFounded: 2001 Parent organization: Focus Financial Partners Subsidiary: Libbie Agran Financial Services & Seminars
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HoyleCohen, LLC Employees
Employee
Years
Job
Industry
Brandon Michael Lopez Brandon Michael Lopez's HoyleCohen, LLC Experience September 2015 - Present
Job Financial Systems Analyst at HoyleCohen, LLC
Industry Investment Management
Experience
HoyleCohen, LLC September 2015 - Present
Dalma Capital Management Limited July 2014 - January 2015
N/A - Self-employed April 2012 - May 2014
Franklin College Switzerland August 2010 - May 2014
Franklin College Switzerland September 2012 - May 2013
Franklin College Switzerland August 2011 - December 2011
IntelliType Corporation August 2010 - 2011
Skills
Public Speaking, Research, Leadership, PowerPoint, Microsoft Office, Market Research, International Relations, English, Microsoft Excel, Teaching, Strategic Planning, Spanish-speaking, Microsoft Word, Customer Service, Social Media, Windows, Spanish
Education
Franklin College Switzerland 2010 — 2014
Bachelor of Arts (BA), Majors in International Management and International Relations with emphasis in Political Economy, Senior
HoyleCohen, LLC September 2015 - Present
Dalma Capital Management Limited July 2014 - January 2015
N/A - Self-employed April 2012 - May 2014
Franklin College Switzerland August 2010 - May 2014
Franklin College Switzerland September 2012 - May 2013
Franklin College Switzerland August 2011 - December 2011
IntelliType Corporation August 2010 - 2011
Skills
Public Speaking, Research, Leadership, PowerPoint, Microsoft Office, Market Research, International Relations, English, Microsoft Excel, Teaching, Strategic Planning, Spanish-speaking, Microsoft Word, Customer Service, Social Media, Windows, Spanish
Education
Franklin College Switzerland 2010 — 2014
Bachelor of Arts (BA), Majors in International Management and International Relations with emphasis in Political Economy, Senior
Sheldon Goldman, CFP's HoyleCohen, LLC Experience February 2004 - Present
Job Senior Financial Planner at HoyleCohen, LLC.
Industry Financial Services
Experience
HoyleCohen, LLC February 2004 - Present
Skills
Financial Planning, Investments, Retirement, Tax, Estate Planning, Retirement Planning, Charitable Giving..., Cash Flow Management, College Savings Plans, Public Speaking, Strategic Financial...
Education
SDSU
Masters, Financial & Tax Planning
UCLA
Bachelors, Political Science / Law
HoyleCohen, LLC February 2004 - Present
Skills
Financial Planning, Investments, Retirement, Tax, Estate Planning, Retirement Planning, Charitable Giving..., Cash Flow Management, College Savings Plans, Public Speaking, Strategic Financial...
Education
SDSU
Masters, Financial & Tax Planning
UCLA
Bachelors, Political Science / Law
Ty Summerlin, CFP®'s HoyleCohen, LLC Experience March 2014 - Present
Job Senior Wealth Advisor at HoyleCohen, LLC; Founder @ Adaptive Performance Systems
Industry Financial Services
Experience
HoyleCohen, LLC March 2014 - Present
Joel Isaacson & Co., LLC 2004 - 2011
ING Advisors 2001 - 2003
UBS Painewebber 1999 - 2001
Skills
Strength Training, Holistic Health, CrossFit, Sports Coaching, Weightlifting, Weight Training, Wellness Coaching, Estate Planning, Asset Allocation, Wealth Management, Retirement, Investment Advisory, Capital Markets, Asset Management
Education
New York Institute of Technology
Bachelor of Science (BS), Finance, General
HoyleCohen, LLC March 2014 - Present
Joel Isaacson & Co., LLC 2004 - 2011
ING Advisors 2001 - 2003
UBS Painewebber 1999 - 2001
Skills
Strength Training, Holistic Health, CrossFit, Sports Coaching, Weightlifting, Weight Training, Wellness Coaching, Estate Planning, Asset Allocation, Wealth Management, Retirement, Investment Advisory, Capital Markets, Asset Management
Education
New York Institute of Technology
Bachelor of Science (BS), Finance, General
Carla Beach, CPCC Carla Beach, CPCC's HoyleCohen, LLC Experience March 2008 - March 2010
Job Founder, CBeach Coaching & REAL Lady Godiva Workshops
Industry Professional Training & Coaching
Experience
CBeach Coaching March 2010 - Present
CBeach Coaching March 2009 - Present
Body Rebuild Fitness, LLC September 2012 - September 2014
Profiles International March 2011 - January 2012
HoyleCohen, LLC March 2008 - March 2010
Cullington Hill Advisors, Inc August 2006 - March 2008
Healthy Communities-Healthy Youth Initiative of the Abingtons August 1998 - June 2004
Skills
Non-profits, Leadership Development, Coaching, Organizational..., Team Building, Strategic Planning, Personal Development, Training, Human Resources, Management, Nonprofits, Public Speaking, Small Business, Sales, Event Management, Business Strategy, Entrepreneurship, Leadership, Workshop Facilitation, Program Development, Mergers & Acquisitions, Strategy, Management Consulting, Business Coaching, Staff Development, Organizational...
Education
Diablo Valley College
Diablo Valley College
CBeach Coaching March 2010 - Present
CBeach Coaching March 2009 - Present
Body Rebuild Fitness, LLC September 2012 - September 2014
Profiles International March 2011 - January 2012
HoyleCohen, LLC March 2008 - March 2010
Cullington Hill Advisors, Inc August 2006 - March 2008
Healthy Communities-Healthy Youth Initiative of the Abingtons August 1998 - June 2004
Skills
Non-profits, Leadership Development, Coaching, Organizational..., Team Building, Strategic Planning, Personal Development, Training, Human Resources, Management, Nonprofits, Public Speaking, Small Business, Sales, Event Management, Business Strategy, Entrepreneurship, Leadership, Workshop Facilitation, Program Development, Mergers & Acquisitions, Strategy, Management Consulting, Business Coaching, Staff Development, Organizational...
Education
Diablo Valley College
Diablo Valley College
Linda Rogers, CFP®, MSBA, EA Linda Rogers, CFP®, MSBA, EA's HoyleCohen, LLC Experience February 2007 - June 2012
Job Owner at Planning Within Reach
Industry Financial Services
Experience
Planning Within Reach August 2012 - Present
Self Employed August 2012 - December 2014
HoyleCohen February 2007 - June 2012
HoyleCohen, LLC February 2007 - June 2012
FactSet Research Systems September 2004 - May 2006
Skills
Financial Planning, Cash Flow Management, Debt Management, Retirement Planning, College Education..., Budgets
Education
San Diego State University-California State University 2007 — 2010
MSBA, Financial & Tax Planning
Villanova University 2000 — 2004
B.S., Economics
Planning Within Reach August 2012 - Present
Self Employed August 2012 - December 2014
HoyleCohen February 2007 - June 2012
HoyleCohen, LLC February 2007 - June 2012
FactSet Research Systems September 2004 - May 2006
Skills
Financial Planning, Cash Flow Management, Debt Management, Retirement Planning, College Education..., Budgets
Education
San Diego State University-California State University 2007 — 2010
MSBA, Financial & Tax Planning
Villanova University 2000 — 2004
B.S., Economics
Jennifer Jordan Jennifer Jordan's HoyleCohen, LLC Experience January 2011 - May 2012
Job Director San Diego Regional Center at Azusa Pacific University
Industry Education Management
Experience
Azusa Pacific University August 2015 - Present
Azusa Pacific University July 2013 - August 2015
Azusa Pacific University November 2012 - June 2013
HoyleCohen, LLC January 2011 - May 2012
McMillin Homes 2003 - 2008
Centex Homes 2001 - 2003
PRA Destination Management 1998 - 2000
Azusa Pacific University 1992 - 1997
Skills
Marketing Communications, Training, Event Planning, Academia, Sales, Marketing Management, Client Development, Customer Service, Teaching, Team Management, New Home Sales, Recruiting, Interviewing, College Recruiting, University Relations, University Teaching, Social Networking, Career Counseling, Job Search Strategies, Career Pathing, Community Outreach, Leadership Development, Organizational..., Interviews, Marketing Strategy, Marketing, Social Media Marketing, Salesforce.com, Strategy, Coaching, Leadership, Program Management, Team Building, Direct Sales, Staff Development, Business Development, Public Speaking, Project Planning, Account Management, Event Management, Strategic Planning, Sales Process, Resume Writing, Cold Calling, Management, CRM, Fundraising, Employee Training, Team Leadership, Time Management
Education
Azusa Pacific University 1990 — 1992
Master of Arts (MA), Human Resource Leadership
Baylor University 1983 — 1987
Bachelor of Business Administration (BBA), Marketing/Management
Azusa Pacific University August 2015 - Present
Azusa Pacific University July 2013 - August 2015
Azusa Pacific University November 2012 - June 2013
HoyleCohen, LLC January 2011 - May 2012
McMillin Homes 2003 - 2008
Centex Homes 2001 - 2003
PRA Destination Management 1998 - 2000
Azusa Pacific University 1992 - 1997
Skills
Marketing Communications, Training, Event Planning, Academia, Sales, Marketing Management, Client Development, Customer Service, Teaching, Team Management, New Home Sales, Recruiting, Interviewing, College Recruiting, University Relations, University Teaching, Social Networking, Career Counseling, Job Search Strategies, Career Pathing, Community Outreach, Leadership Development, Organizational..., Interviews, Marketing Strategy, Marketing, Social Media Marketing, Salesforce.com, Strategy, Coaching, Leadership, Program Management, Team Building, Direct Sales, Staff Development, Business Development, Public Speaking, Project Planning, Account Management, Event Management, Strategic Planning, Sales Process, Resume Writing, Cold Calling, Management, CRM, Fundraising, Employee Training, Team Leadership, Time Management
Education
Azusa Pacific University 1990 — 1992
Master of Arts (MA), Human Resource Leadership
Baylor University 1983 — 1987
Bachelor of Business Administration (BBA), Marketing/Management
Mary Beth Storjohann, CFP®'s HoyleCohen, LLC Experience January 2011 - January 2014
Job Founder of Workable Wealth, LLC
Industry Financial Services
Experience
Workable Wealth, LLC August 2013 - Present
HoyleCohen, LLC January 2011 - January 2014
Osher Van de Voorde Investment Management October 2007 - August 2010
Morgan Stanley March 2007 - October 2007
Financial Strategies, Inc. May 2004 - August 2006
Skills
Retirement Planning, Cash Flow and Goal..., Wealth Management, Financial Planning, Investment Strategies, Goal Analysis, Charitable Gift Planning, Financial Literacy..., Writing, Blogging, Social Media Marketing, Certified Financial..., Certified Divorce..., Risk Management, Financial Analysis
Education
San Diego State University-California State University 2002 — 2006
B.S., Finance with emphasis in Financial Services
Workable Wealth, LLC August 2013 - Present
HoyleCohen, LLC January 2011 - January 2014
Osher Van de Voorde Investment Management October 2007 - August 2010
Morgan Stanley March 2007 - October 2007
Financial Strategies, Inc. May 2004 - August 2006
Skills
Retirement Planning, Cash Flow and Goal..., Wealth Management, Financial Planning, Investment Strategies, Goal Analysis, Charitable Gift Planning, Financial Literacy..., Writing, Blogging, Social Media Marketing, Certified Financial..., Certified Divorce..., Risk Management, Financial Analysis
Education
San Diego State University-California State University 2002 — 2006
B.S., Finance with emphasis in Financial Services
Chuck Ebersole Chuck Ebersole's HoyleCohen, LLC Experience September 2014 - Present
Job Legacy Wealth Coach at HoyleCohen, LLC
Industry Financial Services
Experience
HoyleCohen, LLC September 2014 - Present
Legacy Wealth Coach Network 1998 - Present
Foord, Van Bruggen, Ebersole and Pajak September 1986 - January 2015
My own Practice May 1974 - September 1986
State of California June 1972 - May 1974
Skills
Strategic Financial..., Estate Planning, Wealth, Financial Services, Retirement Planning, Financial Planners, Insurance, Wealth Management, Financial Planning, Retirement, Financial Advisory, Plannning, High Net Worth..., Investment Advisory, Investments, Tax, Asset Allocation, Business Planning, Succession Planning, Personal Financial..., Fixed Annuities, Asset Management, Philanthropy, Investment Strategies, Estate Tax Planning, Trusts, Long-term Care, Planned Giving, Legacy Planning
Education
The American College 2014 — 2015
CAP, Philanthropy
The American College 1985 — 1986
CFP, Financial Planning
The American College 1981 — 1982
ChFC, Financial Planning
The American College 1975 — 1980
CLU, Insurance
California State University-Sacramento 1970 — 1972
BS, Accounting
HoyleCohen, LLC September 2014 - Present
Legacy Wealth Coach Network 1998 - Present
Foord, Van Bruggen, Ebersole and Pajak September 1986 - January 2015
My own Practice May 1974 - September 1986
State of California June 1972 - May 1974
Skills
Strategic Financial..., Estate Planning, Wealth, Financial Services, Retirement Planning, Financial Planners, Insurance, Wealth Management, Financial Planning, Retirement, Financial Advisory, Plannning, High Net Worth..., Investment Advisory, Investments, Tax, Asset Allocation, Business Planning, Succession Planning, Personal Financial..., Fixed Annuities, Asset Management, Philanthropy, Investment Strategies, Estate Tax Planning, Trusts, Long-term Care, Planned Giving, Legacy Planning
Education
The American College 2014 — 2015
CAP, Philanthropy
The American College 1985 — 1986
CFP, Financial Planning
The American College 1981 — 1982
ChFC, Financial Planning
The American College 1975 — 1980
CLU, Insurance
California State University-Sacramento 1970 — 1972
BS, Accounting
Bridget Venus Grimes,CFP®'s HoyleCohen, LLC Experience September 2013 - Present
Job Wealth Advisor and Business Development Professional
Industry Financial Services
Experience
HoyleCohen, LLC September 2013 - Present
HoyleCohen, LLC July 2012 - Present
Big Brothers Big Sisters of San Diego County July 2014 - Present
Morgan Stanley Smith Barney April 2010 - July 2012
Skills
Series 7, Series 66,..., Public Speaking
Education
University of California, Los Angeles 2014 — 2015
CFP, Certificate in Personal Financial Planning
Mount Holyoke College
Bachelor of Arts (B.A.), German Language and Literature
HoyleCohen, LLC September 2013 - Present
HoyleCohen, LLC July 2012 - Present
Big Brothers Big Sisters of San Diego County July 2014 - Present
Morgan Stanley Smith Barney April 2010 - July 2012
Skills
Series 7, Series 66,..., Public Speaking
Education
University of California, Los Angeles 2014 — 2015
CFP, Certificate in Personal Financial Planning
Mount Holyoke College
Bachelor of Arts (B.A.), German Language and Literature
Bryan DeVries's HoyleCohen, LLC Experience July 2014 - August 2014
Job Student at Yale University
Industry Investment Management
Experience
Strategic Capital Allocation Group LLC. June 2015 - July 2015
HoyleCohen, LLC July 2014 - August 2014
Innesco April 2014 - June 2014
Peregrine Semiconductor September 2013 - March 2014
American Specialty Health June 2013 - August 2013
Edify June 2012 - August 2012
Skills
Teaching English as a..., Microsoft Excel, Python, Marketing, Editing, Entrepreneurship, Nonprofits, Research, Event Planning, Customer Service, Microsoft Word, Public Speaking, Microsoft Office, Leadership, Social Networking, PowerPoint, Social Media
Education
Yale University 2014 — 2018
Bachelor's Degree, Undecided
The London School of Economics and Political Science (LSE) 2015 — 2015
Culver Military Academy 2010 — 2013
High School
Strategic Capital Allocation Group LLC. June 2015 - July 2015
HoyleCohen, LLC July 2014 - August 2014
Innesco April 2014 - June 2014
Peregrine Semiconductor September 2013 - March 2014
American Specialty Health June 2013 - August 2013
Edify June 2012 - August 2012
Skills
Teaching English as a..., Microsoft Excel, Python, Marketing, Editing, Entrepreneurship, Nonprofits, Research, Event Planning, Customer Service, Microsoft Word, Public Speaking, Microsoft Office, Leadership, Social Networking, PowerPoint, Social Media
Education
Yale University 2014 — 2018
Bachelor's Degree, Undecided
The London School of Economics and Political Science (LSE) 2015 — 2015
Culver Military Academy 2010 — 2013
High School
Ashley Rhame's HoyleCohen, LLC Experience 2015 - Present
Job Ambitious Millennial l Active Philanthropist l Marketing and Communications Specialist
Industry Investment Management
Experience
HoyleCohen, LLC 2015 - Present
Paramount Pictures 2013 - 2015
Skills
Facebook, Social Media, Public Speaking, Event Planning, PowerPoint, Microsoft Excel, Social Networking, Research, Social Media Marketing, Marketing, excel
Education
Pepperdine University 2010 — 2014
HoyleCohen, LLC 2015 - Present
Paramount Pictures 2013 - 2015
Skills
Facebook, Social Media, Public Speaking, Event Planning, PowerPoint, Microsoft Excel, Social Networking, Research, Social Media Marketing, Marketing, excel
Education
Pepperdine University 2010 — 2014
Heather Burke Heather Burke's HoyleCohen, LLC Experience April 2015 - Present
Job Wealth Advisor at HoyleCohen, LLC
Industry Investment Management
Experience
HoyleCohen, LLC April 2015 - Present
GW & Wade, LLC June 2012 - December 2014
Price Waterhouse Coopers January 2011 - April 2012
Cetrulo & Capone March 2010 - December 2010
United States District Court for the District of Massachusetts September 2009 - November 2009
Fidelity International (London) March 2009 - May 2009
National Grid September 2008 - November 2008
Fidelity Investments September 2005 - June 2008
Skills
Tax Law, Legal Research, Legal Writing, International Tax, Legal Issues, Income Tax, Tax Preparation, Tax Returns, Tax Accounting, Legal Assistance, Legal Advice, Estate Planning, Investment Advisory, Series 7, Insurance
Education
Northeastern University 2007 — 2010
Doctor of Law (JD), Taxation
Colby College 2001 — 2005
Bachelor of Arts (BA)
HoyleCohen, LLC April 2015 - Present
GW & Wade, LLC June 2012 - December 2014
Price Waterhouse Coopers January 2011 - April 2012
Cetrulo & Capone March 2010 - December 2010
United States District Court for the District of Massachusetts September 2009 - November 2009
Fidelity International (London) March 2009 - May 2009
National Grid September 2008 - November 2008
Fidelity Investments September 2005 - June 2008
Skills
Tax Law, Legal Research, Legal Writing, International Tax, Legal Issues, Income Tax, Tax Preparation, Tax Returns, Tax Accounting, Legal Assistance, Legal Advice, Estate Planning, Investment Advisory, Series 7, Insurance
Education
Northeastern University 2007 — 2010
Doctor of Law (JD), Taxation
Colby College 2001 — 2005
Bachelor of Arts (BA)
Allison Cullington Allison Cullington's HoyleCohen, LLC Experience October 2010 - January 2011
Job University Recruiter OnSite by Nelson Staffing at Google
Industry Telecommunications
Experience
Google August 2014 - Present
FreedomVoice Systems July 2013 - August 2014
Access Medical October 2011 - May 2013
University of the Rockies February 2011 - October 2011
Bloom Projects International January 2008 - March 2011
HoyleCohen, LLC October 2010 - January 2011
The Soccer Fanatic 2006 - October 2010
Active Minds: UC Santa Cruz September 2008 - June 2010
UC Santa Cruz August 2009 - April 2010
Cullington Hill Advisors, Inc. 2004 - 2006
Skills
Recruiting, Training, Fundraising, Program Management, Management, Organizational..., Social Media, Sales, Event Planning, Human Resources, Microsoft Excel, Customer Service, Marketing, HR Strategy, Microsoft Office, CRM
Education
University of California, Santa Cruz 2006 — 2010
Bachelors, Intensive Psychology Major
UC San Diego - Extension
Certificate, Human Resource Management
Google August 2014 - Present
FreedomVoice Systems July 2013 - August 2014
Access Medical October 2011 - May 2013
University of the Rockies February 2011 - October 2011
Bloom Projects International January 2008 - March 2011
HoyleCohen, LLC October 2010 - January 2011
The Soccer Fanatic 2006 - October 2010
Active Minds: UC Santa Cruz September 2008 - June 2010
UC Santa Cruz August 2009 - April 2010
Cullington Hill Advisors, Inc. 2004 - 2006
Skills
Recruiting, Training, Fundraising, Program Management, Management, Organizational..., Social Media, Sales, Event Planning, Human Resources, Microsoft Excel, Customer Service, Marketing, HR Strategy, Microsoft Office, CRM
Education
University of California, Santa Cruz 2006 — 2010
Bachelors, Intensive Psychology Major
UC San Diego - Extension
Certificate, Human Resource Management
Jaklyn Ilie Limoges's HoyleCohen, LLC Experience September 2008 - May 2010
Job Senior Manager Strategic Partnerships and Product Development at Argus Information and
Industry Management Consulting
Experience
Argus Information and July 2013 - Present
Argus Information and Advisory Services August 2010 - June 2013
HoyleCohen, LLC September 2008 - May 2010
Trust Administration Services - A Division of First Regional Bank July 2005 - September 2008
State Street Bank 2003 - 2005
Smith Barney 2001 - 2003
Education
San Diego State University-California State University 2006 — 2008
Masters, Marketing
University of Vermont 1999 — 2003
Bachelor's degree, Business Administration and Management, General
University of Wollongong
Argus Information and July 2013 - Present
Argus Information and Advisory Services August 2010 - June 2013
HoyleCohen, LLC September 2008 - May 2010
Trust Administration Services - A Division of First Regional Bank July 2005 - September 2008
State Street Bank 2003 - 2005
Smith Barney 2001 - 2003
Education
San Diego State University-California State University 2006 — 2008
Masters, Marketing
University of Vermont 1999 — 2003
Bachelor's degree, Business Administration and Management, General
University of Wollongong
Lorin Bello's HoyleCohen, LLC Experience March 2014 - Present
Job Operations Manager at HoyleCohen, LLC
Industry Financial Services
Experience
HoyleCohen, LLC March 2014 - Present
HoyleCohen, LLC March 2010 - February 2014
HoyleCohen, LLC March 2008 - February 2010
HoyleCohen, LLC March 2005 - February 2008
Four Seasons Hotels and Resorts July 2002 - July 2003
Skills
Customer Service, Portfolio Management, Project Management, Project Planning, Procedure Development, Mergers & Acquisitions, High Net Worth..., Custodial Services, Trading, Alternative Investments, Operations Management, Accounts Payable, Relationship Management, Client Services, Client Billing
Education
University of Colorado Boulder 1998 — 2002
Bachelor of Arts (B.A.), Sociology
HoyleCohen, LLC March 2014 - Present
HoyleCohen, LLC March 2010 - February 2014
HoyleCohen, LLC March 2008 - February 2010
HoyleCohen, LLC March 2005 - February 2008
Four Seasons Hotels and Resorts July 2002 - July 2003
Skills
Customer Service, Portfolio Management, Project Management, Project Planning, Procedure Development, Mergers & Acquisitions, High Net Worth..., Custodial Services, Trading, Alternative Investments, Operations Management, Accounts Payable, Relationship Management, Client Services, Client Billing
Education
University of Colorado Boulder 1998 — 2002
Bachelor of Arts (B.A.), Sociology
Deloitte
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PricewaterhouseCoopers
EY