Meet Your Financial Planning Experts
Discover how our dedicated team at Simon Hobbs Independent Financial Advisor can help you achieve your financial goals with personalized strategies and expert guidance.
Our Financial Planning Team
Jessica Carter
Senior Financial Planner
Michael Thompson
Investment Specialist
Emily Nguyen
Retirement Planning Advisor
David Lee
Wealth Management Consultant
Sophia Martinez
Estate Planning Expert
James Anderson
Tax Strategy Consultant
Olivia Brown
Client Relations Manager
Liam Wilson
Insurance Advisor
Emma Davis
Financial Analyst
Lucas Garcia
Portfolio Manager
Ava Rodriguez
Risk Assessment Specialist
Ethan Taylor
Business Development Officer
What Our Clients Say
Simon Hobbs and his team have transformed my financial outlook. Their expertise and dedication to my financial well-being have been invaluable.
The personalized service I received was exceptional. The team truly understands my goals and has provided strategies that have exceeded my expectations.
Working with Simon Hobbs has been a game-changer for my retirement planning. Their professionalism and attention to detail are unmatched.
I appreciate the transparency and thoroughness of the financial advice provided. The team’s commitment to my success is evident in every interaction.
Thanks to the expert guidance from Simon Hobbs, I feel confident about my financial future. Their proactive approach has made all the difference.
The team at Simon Hobbs Independent Financial Advisor has consistently delivered results. Their professionalism and expertise are second to none.
Our Mission and Values
At Simon Hobbs Independent Financial Advisor, our mission is to empower individuals and families to achieve financial independence through personalized planning and expert guidance. We believe in the power of teamwork, where each member of our dedicated team brings unique insights and skills to the table. Our core values of integrity, transparency, and client-centric service drive us to deliver exceptional financial solutions tailored to your needs.
Phone
(760) 424-8039
Address
760 S California Ave, Palm Springs, CA 92264
700 N Brand Blvd. Suite 640, Glendale, CA 91203
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC
Schedule Your Consultation Today
Take the first step towards securing your financial future by booking a consultation with our expert team. We are committed to providing personalized strategies that align with your goals. Let’s work together to plan well and live better.