CoverProfile

Colleen Gepp

Partner & Senior Wealth Advisor

HoyleCohen Wealth Management

United States, California, San Diego

About Me

Colleen Gepp is a Senior Wealth Advisor at HoyleCohen with over thirty years of experience serving clients. She currently advises over 100 individuals, families and corporate clients. Colleen’s greatest strength is in the personal relationships she develops with her financial planning and investment advisory clients. She is passionate about not only helping clients achieve their financial goals, but also upholding and honoring the trust placed in her by her longtime clients and friends. Colleen holds the Certified Financial Planner™ (CFP®) professional designation and is a registered Investment Advisory Representative (IAR). Colleen is a fourth generation San Diego native. She enjoys play

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Profile Information

Partner & Senior Wealth Advisor

HoyleCohen Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

San Diego

California

United States

Jan 11, 2025

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