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San Diego - Investment Mgmt |
Specialties: Financial Advisor / Wealth Management |
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Sheldon GoldmanSenior Advisor - HoyleCohen
We specialize in managing client risk as well as providing access to normally high threshold investments focused on unique market opportunities. As a planning-centric firm, we offer boutique style services on family-related matters, tax, estate, retirement, options and income planning.
With over 20 years experience, I’ve developed a talent for forging personal connections and understanding that my client’s lives are more than what is reflected in their balance sheets.
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(858)636-7168
(858)576-4888 Fax
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9350 Waxie Way
San Diego, CA 92123-1052 -
MAP
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| Profession |
Investment Mgmt |
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| Specialty |
Financial Advisor / Wealth Management |
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| Group |
CMV2 [EC] |
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| Business Name |
HoyleCohen |
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| Title |
Senior Advisor |
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| Address |
9350 Waxie Way
Suite 500
San Diego, CA 92123-1052
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| Work Phone |
(858)636-7168 |
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| Fax |
(858)576-4888 |
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| Web Site |
www.hoylecohen.com |
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| Linked In |
View Profile |
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| Member Since |
9/2010
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Founded in 2001 with more than two decades of prior history, HoyleCohen Wealth Management manages over half a billion dollars in client assets and provides comprehensive planning and advice to help clients make wise decisions that will guide them towards achieving their financial goals for their immediate concerns and future peace of mind. We seek to do this by building trusted long-term relationships, designing and implementing wealth solutions, and providing objective advice without conflicts or hidden agendas.
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Investment, retirement (on-going analysis), estate, education, charitable & tax planning. Cash & risk management and personal wealth administration.
Examples Include:
• Wealth Scorecard™
• The Lifetime Perspective™
• Cash Flow Confidence Builder™
• Income Distribution Strategy
• Total Risk Perspective™
• Visual Estate Map™
• Charitable Capacity Planning
• Total Investment Snapshot™
• Tax Minimization Strategies
• Income Optimization Programs
• Accelerated Wealth Recovery Programs
• Concentrated Wealth Solutions
• Risk Mitigation Programs
• Dynamic Rebalancing Capabilities
• The Wealth Organizer System™
• The Digital Document Vault™
• Administrative Financial System Design
• The Family Financial Philosophy
• Multigenerational Family Meetings
• Family Retreats
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HoyleCohen clients help to redefine conventional notions of wealth. They are not extravagant consumers but are successful entrepreneurs or accomplished professionals who value personal savings and a disciplined approach to their wealth and retirement strategy.
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HoyleCohen serves personal and corporate clients including Profit Sharing Plans such as 401ks.
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Information Not Available
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| Social Clubs |
Beth Am, Brandeis-Bardin, UCLA Alum Assoc, Friendship Circle.
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| Charities |
Local & African education.
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| Graduate Degrees |
Masters from San Diego State Univ (S.D.S.U) in Finance and Tax.
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| College Degrees |
University of California, Los Angeles (U.C.L.A.
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Speaking/Teaching
Experience |
JFSSD, honorariams, HSJS, National University,private schools.
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| Organizations |
FPA, NAPFA, Boston Legacy Group, The Donor Motivation Program.
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| License Number |
CFP #92731
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