LeadIQ logo
Learn more at LeadIQ.com
HoyleCohen is now part of Focus Partners Wealth logo

HoyleCohen is now part of Focus Partners Wealth Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

HoyleCohen is a financial services firm that specializes in wealth planning and related services for individuals and families. Since January 2025, it has operated within the Focus Partners Wealth network, which spans more than 100 locations nationwide and provides local teams with broader institutional capabilities to support client planning. It is based in San Diego, California.

The arrangement places HoyleCohen as a small to mid-sized firm delivering locally tailored wealth planning within a national platform. In 2024, HoyleCohen was recognized as a Best Place to Work in San Diego, reflecting local employee satisfaction.

Find HoyleCohen is now part of Focus Partners Wealth employees' phone numbers or email addresses

HoyleCohen is now part of Focus Partners Wealth Global Highlights

Location
Employees

North America
38

Minus sign iconPlus sign icon
  • United States Of America
    38

HoyleCohen is now part of Focus Partners Wealth's Leadership

  • Stylized image of a person
    T. W.
    Chief Technology Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. N.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. H.
    Customer Service Team Lead
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. B.
    Senior Relationship Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. L.
    Client Services And Events Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. D.
    Principal
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. C.
    Senior Wealth Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. N.
    Senior Client Service Associate
    Phone icon
    Mobile Phone

HoyleCohen is now part of Focus Partners Wealth Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Support
  • Accounting
  • Other

Contact profiles from HoyleCohen is now part of Focus Partners Wealth

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. T. C. C. C.
    Senior Wealth Advisor
    Phone icon
    Mobile Phone
    Apr 11, 2024
  • Stylized image of a person
    V. G.
    Senior Client Operations Associate
    Phone icon
    Mobile Phone
    UNITED STATES
    Oct 16, 2024
  • Stylized image of a person
    N. M.
    Paraplanner
    Phone icon
    Mobile Phone
    United States
    Nov 26, 2024
  • Stylized image of a person
    J. B.
    Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesArizona
    Jan 29, 2026
  • Stylized image of a person
    L. L.
    Operations Associate
    Phone icon
    Mobile Phone
    United StatesMissouri
    Apr 17, 2026
  • Stylized image of a person
    B. L.
    Financial Systems Analyst
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    E. D.
    Wealth Adviser
    Phone icon
    Mobile Phone
    Jun 03, 2026
  • Stylized image of a person
    H. B.
    Wealth Advisor
    Phone icon
    Mobile Phone
    UNITED STATES
    May 01, 2024
  • Stylized image of a person
    J. C.
    Research Analyst
    Phone icon
    Mobile Phone
    Jun 08, 2026
  • Stylized image of a person
    K. C.
    Associate Financial Planner
    Phone icon
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is HoyleCohen is now part of Focus Partners Wealth known for?

Minus sign iconPlus sign iconHoyleCohen is now part of Focus Partners Wealth was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in 9350 Waxie Way Suite 500 San Diego, California 92123 United States; you can contact the main corporate office by phone at
+1-858-756-****
. Explore HoyleCohen is now part of Focus Partners Wealth's company overview page for more information.

What is HoyleCohen is now part of Focus Partners Wealth's most common email format?

Minus sign iconPlus sign iconHoyleCohen is now part of Focus Partners Wealth employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more HoyleCohen is now part of Focus Partners Wealth email formats with LeadIQ.

How many employees does HoyleCohen is now part of Focus Partners Wealth have currently?

Minus sign iconPlus sign iconHoyleCohen is now part of Focus Partners Wealth has approximately 12 employees as of June 2026. These team members are located across 1 continents, including North America.

Who are HoyleCohen is now part of Focus Partners Wealth's key employees and leadership?

Minus sign iconPlus sign icon

As of June 2026, HoyleCohen is now part of Focus Partners Wealth's key employees include:

  • Chief Technology Officer: T. W.
  • President: R. N.
  • Customer Service Team Lead: K. H.
  • Senior Relationship Manager: K. B.
  • Client Services And Events Manager: R. L.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.