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Simon Hobbs
Wealth Manager
Plan Well. Live Better
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.
Our Team.
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.
SERVICES
Macro Strategy Team
Specialists in macroeconomics, tracking
interest rates, inflation, economic cycles,
fiscal & monetary policy.
Helps shape guidance on the broader economic
environment, both globally
and nationally.
Quantitative Research Team
Analysts who build models for asset allocation,
portfolio construction, and risk modeling.
Provides technical insights to strengthen portfolio
design and risk management.
Equity & Fixed Income Strategists
Professionals focused on stocks, bonds,
and interest-rate sensitive assets.
Provide outlooks on sectors and asset classes,
highlighting opportunities
and potential risks.
Model Portfolio Management
Creates, updates, and monitors diversified model
portfolios.
Ensures consistency, scalability,
and benchmarking for client portfolios.
Alternative Investment Strategist
Focused on less traditional investments
such as alternatives for diversification.
Supports strategies to help
manage risk, smooth returns, and
enhance growth potential.
Investment Manager & Product Due Diligence
Evaluates mutual funds, ETFs, managers, and
alternative vehicles.
Helps identify quality investments,
assess performance, and ensure cost-effectiveness.
Research Operations & Communications
Manages logistics, communications, and
delivery of research insights.
Ensures clients benefit from timely
reports, commentary, and
educational materials.
Tech Founder
San Francisco
"Working with Simon's team isn't just about managing a complex portfolio; it's about understanding the strategy behind it. They excel at explaining the 'why,' which gives me unwavering confidence in our decisions. I’m a very hands-on investor, yet I walk away from every meeting with fresh, valuable insights. This is a true partnership that extends beyond planning for retirement —it's knowing you have an expert team in your corner, no matter what. That sense of security has been the most valuable asset of all, over our many years together."
CEO Textile Importer
Cathedral City, CA
"Several years ago, we realized we were not receiving appropriate service from our financial advisor, so we moved our portfolio to Simon Hobbs at LPL Financial. This is one of the best pre-retirement decisions that we have made. Simon and the team have been very responsive, always available, and delightful to work with. I feel we now have an expert team managing our funds and we understand and agree with the strategy we are following. We have informative quarterly meetings, but we always know that Simon is available for any questions or concerns we may have at any time. This is a critical time to manage our finances appropriately, and we would highly recommend Simon Hobbs and highly recommend Simon Hobbs and LPL."
Senior Leader
MGM Studios
Los Angeles, CA
"Simon has been handling our investments for several years
and we appreciate his attention to detail across our portfolio. He is extremely knowledgeable and carefully explains why he’s making any specific recommendations for trades. With unpredictability in the markets, Simon calmly answers all our questions, and working together we determine the best strategy for our situation."
What Clients Say
CONTACT
Get in Touch Today
Have a question or need assistance? Reach out to us and let's start a conversation.