I’m an Englishman living my best life in California.

I help hard-working people invest with greater confidence, to seek strategies that both cut their taxes and give them the peace of professional planning for the inevitable.

We offer clients the option of using powerful software to model money flows in each year of their retirement, based on their current life choices. Then, test other choices.

My success in growing my business is encouraged and underwritten by the expertise at California Financial Partners. LPL Financial safeguards our clients’ assets, as it does for 22,000 Independent Financial Advisors.

Independence means you and I can roam freely in search of performance at lower fees. No owner dictates our actions for their own profit.

I bring a unique experience to Coachella Valley. I was a main anchor for the world’s dominant financial TV network CNBC for 18 years. First, in London, for the European Union. Then, when Bloomberg headhunted me to re-launch their rival TV networks, CNBC panicked and within hours arranged to relocate me to New York, where for seven years I co-anchored the 10 am hour from the trading floor of the New York Stock Exchange.

My job for 18 years was to interview the world’s greatest stock pickers, strategists and investors. I spent hours researching each one to understand their positions before stepping under the glare of live TV to grill them as an equal, while Wall Street watched. I am grateful for that powerful education and happy to share it now with clients.

I was fortunate to gain financial independence at 48. Rather than nickel-and-dime folk, I work to build friendships and community. Particularly amongst my fellow LGBTQ souls.

Simon D. Hobbs
Independent Financial Advisor
917-215-6309
s[email protected]

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What you get by achieving your goals is not as important as what you become by achieving your goals.

—Zig Ziglar

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