“Most clients don’t even ask about what will happen if one of the partners leaves or retires—but they should. The Focus model means our firm will be here for generations to come, no matter what personal decisions the partners will make down the road.”
– Kevin Hoyle, Co-Founder, HoyleCohen, San Diego, CA • Focus Partner since May ’06

Based in San Diego, CA, HoyleCohen offers comprehensive wealth management and estate planning services to affluent families through specialized programs for retirement planning, investment management and legacy planning. Founders Kevin Hoyle and Joe Cohen have served clients since 1983 and 1980, respectively. They recently broadened the leadership team with new principal Mark Delfino, who brings management consulting and business development skills and serves as COO.