Simon will gladly tell you that becoming an American citizen has been the greatest privilege of his life after Financial TV Network CNBC relocated him to New York from London aged 42.
His thoughtful, inquisitive approach to wealth management is shaped by nearly two decades interviewing Wall Street’s most senior leaders and investors on live television. Disciplined and deeply engaged in his work, Simon focuses on understanding what’s happening in markets to help clients make clear decisions.
Simon is an independent advisor working nationally from Palm Springs, comprehensively supported by his colleagues at California Financial Partners, who are headquartered in Glendale. Simon does not work for a large institution. His advice is shaped by strategy and client needs without proprietary product requirements.
Simon brings years of Wall Street experience & a deep understanding of today’s financial markets
He approaches his work with clarity & the boldness of an Englishman, typically meeting clients every 90 days, championing active management and transparent fees.
Markets are moving faster than ever, creating significant opportunities and risks. Investor attention can shift quickly to companies whose earnings might surge from the five supercycles dramatically reshaping our future: AI, Robotics, Power, Quantum Computing and Space. In contrast to advisors where portfolio decisions are centralized, Simon explains to clients the investment decisions his is making, educating them so they can join the process.
This is Simon’s second career. For 18 years he was an Anchor on CNBC, the financial network known for its in-depth market coverage.
Simon rose to Co-Anchor the 10am hour, broadcast live & unscripted from the trading floor of the New York Stock Exchange for seven years. Jim Cramer did the 9am. Simon did the 10am. He rapidly became known for going head-to-head with many of Wall Street’s leading CEOs & investors.
The Financial Times wrote: ‘Anyone familiar with Simon Hobbs’ interviewing style will know that he is no corporate lackey. Quite the contrary, in fact — he’s tough & to the point. CEOs have been known to sweat profusely ahead of a grilling. More importantly, Hobbs knows his stuff’.
The research discipline & deep market knowledge Simon developed he now applies with his clients.
EY (Ernst & Young) recently employed Simon to host its ‘Tax & Law in Focus’ podcast series.
Simon is a proud member of Newport Beach BNI and Desert Estate Planning Council. He is dedicated to personal fitness, training regularly with his coach. Simon is a proud supporter of the LGBTQ community.
