About Simon Hobbs
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.
You may also check the background of Simon Hobbs, investment advisor with California Financial Partners, directly on FINRA's BrokerCheck.
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 he 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’.
Speaking Engagements
2018
January: ALIS Lodging Conference, Los Angeles
April: World Bank ‘Disrupting the Gender Divide: The Power of Online Platforms’, Washington DC
April: NACHA ‘Faster Payments 2018’ Conference, San Diego
October: ‘British American Business Awards 2018’, New York
2017
March: NACHA ‘Payments 2017’ Conference, Austin, Texas
2009
July: IUCN ‘Road to Copenhagen’, Switzerland
June: BT Innovation Summit, Singapore
April: 27 EU Environment Ministers in Closed Session for Czech Republic, Prague
March: 5th World Water Forum, Istanbul, Turkey
2008
November: Greening ICT, Gartner Symposium, Cannes
September: Development Conference on Africa, UN New York
September: Arcelor Mittal CEO & Controlling Family Leadership Conference, New Delhi
June: World Economic Forum on East Asia, Kuala Lumpur, Malaysia
April: UN Conference on Trade & Development, Accra, Ghana
April: BT RSA Internet Security Conference, San Francisco
January: BT Social Innovation Breakfast, World Economic Forum, Davos
2007
December: World Economic Summit, New Delhi, India
November: BT Mobilize for Success, Gartner, Cannes
June: ‘Think London’ FDI Symposium, London
2006
March: CNBC ‘European Business Leaders Awards’ London
2005
March: CNBC ‘European Business Leaders Awards’ London
January: Royal Dutch Shell ‘Questions for the Future’ Davos
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.
2018
January: ALIS Lodging Conference, Los Angeles
April: World Bank ‘Disrupting the Gender Divide: The Power of Online Platforms’, Washington DC
April: NACHA ‘Faster Payments 2018’ Conference, San Diego
October: ‘British American Business Awards 2018’, New York
2017
March: NACHA ‘Payments 2017’ Conference, Austin, Texas
2009
July: IUCN ‘Road to Copenhagen’, Switzerland
June: BT Innovation Summit, Singapore
April: 27 EU Environment Ministers in Closed Session for Czech Republic, Prague
March: 5th World Water Forum, Istanbul, Turkey
2008
November: Greening ICT, Gartner Symposium, Cannes
September: Development Conference on Africa, UN New York
September: Arcelor Mittal CEO & Controlling Family Leadership Conference, New Delhi
June: World Economic Forum on East Asia, Kuala Lumpur, Malaysia
April: UN Conference on Trade & Development, Accra, Ghana
April: BT RSA Internet Security Conference, San Francisco
January: BT Social Innovation Breakfast, World Economic Forum, Davos
2007
December: World Economic Summit, New Delhi, India
November: BT Mobilize for Success, Gartner, Cannes
June: ‘Think London’ FDI Symposium, London
2006
March: CNBC ‘European Business Leaders Awards’ London
2005
March: CNBC ‘European Business Leaders Awards’ London
January: Royal Dutch Shell ‘Questions for the Future’ Davos
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.
Talk With Simon · simon@calfp.com
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