Each of these statements is a testimonial by a client of the financial professional, on dates noted in each case. The client has not been paid or 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.
Simon, Mike, Sam, and the team at California Financial Partners have surpassed all my expectations. They are true partners in every aspect of my wealth management—from investment strategies and tax planning to even providing financial behavioral support when I am facing uncertainty. Thanks to their guidance, my transition from accumulating wealth to enjoying it in retirement has been far smoother than I ever imagined. As a new Palm Springs resident, Simon has also been helpful with introductions to other professionals I've come to trust and rely upon.
Biotech Founder
Age 60, Palm Springs
10/13/2025
" Working with Simon's team isn't just about managing a complex portfolio; it's about understanding the strategy behind it. They excel at explaining the 'why,' which gives me unwavering confidence in our decisions. I’m a very hands-on investor, yet I walk away from every meeting with fresh, valuable insights. This is a true partnership that extends beyond planning for retirement—it's knowing you have an expert team in your corner, no matter what. That sense of security has been the most valuable asset of all over our many years together. "
Tech Founder
Age 40, San Francisco
6/26/2025
" Several years go we realized we were not receiving appropriate service from our financial advisor, so we moved our portfolio to Simon Hobbs at LPL Financial. This is one of the best pre-retirement decisions that we have made. Simon and the team have been very responsive, always available, and delightful to work with. I feel we now have an expert team managing our funds and we understand and agree with the strategy we are following. We have informative quarterly meetings, but we always know that Simon is available for any questions or concerns we may have at any time. This is a critical time to manage our finances appropriately, and we would highly recommend Simon Hobbs and LPL. "
Textile CEO
Age 66, Rancho Mirage
6/26/2025
" Simon has been handling our investments for several years and we appreciate his attention to detail across our portfolio. He is extremely knowledgeable and carefully explains why he’s making any specific recommendations for trades. With unpredictability in the markets, Simon calmly answers all our questions and working together we determine the best strategy for our situation. "
Team Leader MGM Studios
Age 45, Los Angeles
6/26/2025
" Simon Hobbs has been my financial adviser for several months. He is exceptionally responsive. He keeps me posted with occasional e-mails – but not too often, thank goodness! I can ask Simon anything, and not be treated as if I am stupid for asking the question. But most important, Simon LISTENS to me! I am very pleased with his services, and I hope to keep him as my financial adviser for many years to come."
Real Estate Agent
Age 64, Palm Springs
6/26/2025
" Trust is the most important aspect in your relationship with a financial advisor. We trust Simon Hobbs completely with all of our investments. Based on our experience we can endorse Simon Hobbs as an outstanding financial advisor. "
Sales Director
Age 60, Palm Springs
7/01/2026