Palm Springs Branch Office
We
Invest,
Preserve
& Transfer
Wealth
Simon is an independent advisor working nationally from Palm Springs, comprehensively supported by his colleagues at California Financial Partners, who are headquartered in Glendale.
18 years
He was an Anchor on CNBC for 18 years, the financial network known for its in-depth market coverage.
2001
Founded in 2001, we have grown primarily through referrals & long-term relationships.
90 days
We typically meet our clients every 90 days to review our progress & update their strategies.
CNBC
Co-Anchor the 10am hour, broadcast live & unscripted from the trading floor of the New York Stock Exchange
EY
‘Tax & Law in Focus’ podcast series
You may also check the background of Simon Hobbs, investment advisor with California Financial Partners, directly on FINRA's BrokerCheck.
Simon is a proud supporter of the LGBTQ community.
What Clients Say
“Simon, Mike & Sam have surpassed all my expectations. Thanks to their guidance, my transition from accumulating wealth to enjoying it has been far smoother than I ever imagined.”
Biotech Founder, Age 60
Palm Springs · 10/13/2025
Each statement under ‘What Clients Say’ is a testimonial by a client of the financial professional, on dates shown in each case. The client has not been paid nor received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial. These views may not be representative of the views of other clients and are not indicative of future performance or success.
We Invest, Preserve & Transfer Wealth
Clients ask this question more than any other. We help answer it and explain how behavior and events can shift that answer. Peace of mind matters most.
What To Do When Markets Fall →
Market drops are normal and painful. We help you stay invested and avoid panic that can lock in permanent losses.
Time in the market drives outcomes. Longer horizons give growth and compounding more room to work. Shorter timelines need added stability and a more careful approach.
Pay taxes strategically today so more of your retirement income can be yours tomorrow, not the government’s.
4-Step Process
Our planning process is simple.
1
Listen
2
Analyze
3
Plan
4
Follow Up
Guiding Family Conversations Across Generations
The Kitchen Table Guide
A free guide with 12 talks about money, wishes and the people you love, plus a worksheet for each. Built for every kind of family, chosen family included.
Simon's Story
As an independent firm with no proprietary products to push, they have considerable freedom in deciding where to invest clients’ money. They primarily charge an annual advisory fee rather than commissions, and even absorb their clients’ trading costs in advisory accounts, reducing potential conflicts of interest.
Simon Hobbs
Connect With Us
Talk With Simon
Contact UsTalk With Simon · simon@calfp.com
Contact Us