PROFESSIONAL PROFILE

With over 20 years of broad-based financial, investment management, accounting and business management experience working in a variety of Fortune 500 companies. I have the practical and technical skills to satisfy my clients' desire for a financial advisor who takes a comprehensive, holistic approach to addressing their total personal and business financial needs and objectives.

My overall financial advisory approach is based on a combination of a solid theoretical foundation, developed during my graduate studies at the University of Chicago's Graduate School of Business, and a broad practical understanding of financial markets, products and services gained over many years of serving clients needs.

My educational background includes an M.B.A. in Finance from the University of Chicago, and a B.S. in Accounting from Florida State University. I passed the Certified Public Accountant's (C.P.A.) exam on my first attempt many years ago, and that has enabled me to develop a solid tax-advantaged approach to addressing my clients' total financial needs.

I also hold Series 7 and Series 66 licenses from the N.A.S.D., and life, health, disability, long term care insurance licenses from the State of California.

I look forward to working with you to help build and efficiently manage your total "Wealth Portfolio".

Cheers,
Vernon Delaney Hobbs
Global Private Client - Financial Advisor