Simon Hobbs brings years of Wall Street experience to California Financial Partners, providing clear insight on investments driving wealth today. The current AI revolution is only one of five, normally once-in-a-generation super cycles, unfolding. Monumental structural change is coming. Simon seeks to harness this potential for clients.

With the boldness of an Englishman, Simon challenges lazy investing and bloated fees, asking why more advisors don’t meet their clients every 90 days.

At California Financial Partners, your interests always come first. No big institutions. No hidden agendas. Just clear advice from a broad network of experienced professionals. We help individuals and families grow, protect, manage, and transfer their wealth.

All client assets are held by LPL Financial - America’s largest

independent broker/dealer. LPL’s sole focus is protecting client

accounts. It does not engage in risky trading, leverage, nor

proprietary products. That strength ensured it sailed through the 2008 financial crisis without requiring a bailout. With LPL as

custodian, you can invest with confidence and peace of mind.

Simon is lives in Palm Springs and is a proud member of our LGBTQ community.

Testimonial

Biotech Founder

WHAT CLIENTS SAY

YOUR TEAM

Personal, Trustworthy Service from a Dedicated Team

Mike Milam - Senior Partner

A Zoom with Mike is your gateway to our co-founded a thriving CPA firm that still employs over 50 pros working nationwide, he came over to lead our asset management group. Mike offers advanced tax strategies for your CPA to consider, practical business advice and lessons learned from doing billions of dollars in deals, many in real estate.
Outside work, Mike’s life revolves around his sixteen grandchildren.

Sam Coucher - Investment Analyst

You'll probably first meet Sam when we draw on his bond expertise. A relentless conqueror of professional exams, his enthusiasm to acquire knowledge is impressive. Hardworking and always ready to help, Sam embodies our next generation of leadership. Sam enjoys soccer, jiu-jitsu, marathons, snowboarding, and golf.

David Barr - Wealth Strategies

David spends most mornings trading on behalf of our clients. Industry giants like JP Morgan, Goldman Sachs, and WisdomTree regularly pitch us their latest products. David - working closely with Sam - subjects each to rigorous scrutiny before making in-house recommendations. Known for his ability to dig deep, he dissects even the most complex options and futures strategies to uncover the real risks, ensuring our clients' portfolios remain both innovative and protected.

Christian Johnson - Director of Operations

Christian works tirelessly to keep our team at the forefront of best industry practices, while also running his own successful book of business. With compliance rules constantly evolving, both LPL and our regulators require our Senior Partner to provide daily oversight - as responsibility that Christian takes seriously and executes with precision. Christian is active in his church and served a two-year mission in the Philippines, learning to speak Tagalog fluently.

Sarah Wong - Operations

Thanks to strong client referrals, our small team of advisors now manages a growing number of valued relationships and significant assets. Sarah plays a vital role in keeping everything running smoothly, ensuring we continue to deliver the high level of personal service our clients expect.

Our Expertise

We are proud to be part of a network of more than 29,000 independent advisors who chose LPL Financial to be our broker/dealer.

Unlike most large institutions, we pay LPL for support services, keeping recommendations free rom the conflicts of interest that can arise when rival household names push proprietary products or chase profit margins.

CONTACT

Get in Touch Today

Have a question or need assistance? Reach out to us and let's start a conversation.