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
Colleen Gepp
Partner & Senior Wealth Advisor
HoyleCohen Wealth Management
United States, California, San Diego
About Me
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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