Connect with Your Financial Future
Discover personalized financial strategies tailored to help you achieve your life goals. Let us guide you through a journey of financial empowerment and security.
Your Path to Financial Freedom
Take the First Step Today
Contact us to schedule a consultation and start planning for a brighter financial future.
Phone
(760) 424-8039 (Palm Springs Office)
(917) 215-6309 (Mobile)
(818) 550-9955 (Glendale Office)
Address
Palm Springs Office: 760 S California Ave, Palm Springs, CA 92264
Glendale Office: 700 N Brand Blvd. Suite 640, Glendale, CA 91203
Comprehensive Financial Planning
Our Expert Services
Investment Management
Tailored investment strategies designed to align with your financial goals and risk tolerance, managed through LPL Financial.
Retirement Planning
Plan for a secure and comfortable retirement with our expert guidance and personalized strategies.
Wealth Management
Comprehensive wealth management services to help you grow and protect your assets.
Estate Planning
Ensure your legacy with strategic estate planning services, safeguarding your wealth for future generations.
Tax Planning
Optimize your tax strategy with our expert advice, helping you minimize liabilities and maximize savings.
Insurance Solutions
Protect your financial future with our range of insurance products, tailored to meet your unique needs.
Meet Our Expert Team
Simon Hobbs
Lead Financial Advisor
Simon brings over 20 years of experience in financial planning, dedicated to helping clients achieve their financial goals with personalized strategies.
Emily Carter
Senior Investment Analyst
Emily specializes in market analysis and investment strategies, ensuring our clients’ portfolios are optimized for growth.
Michael Tran
Client Relations Manager
Michael is committed to providing exceptional service, ensuring all client inquiries are handled with care and professionalism.
Jessica Lee
Financial Planner
Jessica focuses on creating comprehensive financial plans tailored to each client’s unique needs and aspirations.
David Kim
Retirement Specialist
David helps clients navigate retirement planning, ensuring a secure and comfortable future.
Laura Bennett
Tax Advisor
Laura offers expert advice on tax-efficient strategies to maximize savings and enhance financial well-being.
Schedule Your Consultation Today
Ready to take control of your financial future? Book a consultation with Simon Hobbs for personalized advice tailored to your needs. Let us help you plan well and live better.