Simon’s clients describe him as knowledgeable, responsive & trustworthy.
They value his clear explanations, calm guidance & strategic insight. Many say his willingness to educate them on the reasoning behind each decision gives them greater confidence. They also appreciate the reassurance of knowing Simon & his team are always available.
Simon is an independent advisor based in Palm Springs, comprehensively supported by his colleagues at California Financial Partners, headquartered in Glendale. Simon does not work for a large institution. His recommendations reflect thoughtful strategy, not product quotas.
Simon brings years of Wall Street experience & a deep understanding of what drives value creation today.
He approaches his work with clarity & the boldness of an Englishman, meeting clients every 90 days & championing active management with transparent fee structures.
We believe monumental structural change is underway, driven by five emerging super cycles: AI, Robotics, Power, Quantum Computing & Space. While there are no guarantees, Simon aims to capture opportunities as they develop, always in a measured way, within portfolios that stay balanced, diversified & aligned with each client’s goals & risk tolerance.
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.
He rose to Co-Anchor the 10am hour, broadcast live & unscripted from the trading floor of the New York Stock Exchange for seven years. During that time, Simon 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 now benefit his clients today.
He was recently employed by EY (Ernst & Young) to host its ‘Tax & Law in Focus’ podcast series.
Simon is an active member of the Desert Estate Planning Council, Desert United, EMERGE, & all three local Chambers of Commerce in Rancho Mirage, Palm Desert, & Palm Springs. Outside the office, he is dedicated to personal fitness, training regularly with his coach. Simon is single & a proud supporter of the LGBTQ community.
