Our team has heart and passion in what we do. We focus on delivering a proactive, high touch level of service to enhance our clients’ overall experience. Our process begins with a deep discovery discussion designed to help us understand who and what is truly important in the scope of our work together. The Hobart Group employs a Goals Based Wealth Management Process that is distinctly poised to help meet the needs of each individual client, addressing their specific goals. We then work closely with our clients and their other trusted advisors to help ensure they can maintain their current lifestyle into the future. It is important that we never forget our focus, which are our clients. Our team continues to educate our clients through market updates, conference calls and seminars.
Education & Licenses
Affiliations & Community Service
|Member / Supporter of:||Alliance of Women Achieving Knowledge and Excellence, National Association of Asian American Professionals – Seattle Chapter, Rotary Club of Seattle International District, Chinese Information and Service Center (CISC), Kin On Nursing Home and Health Care, Robert Chinn Foundation, Adelante (Education without Borders), Gamma Beta Sigma (International Honor Society), Alpha Kappa Psi (Professional Business Fraternity)|
The Investment & Wealth Institute (formerly the Investment Management Consultants Association, Inc. or IMCA®) owns the marks CIMA®, Certified Investment Management Analyst®, and Certified Investment Management Analyst® along with owning the marks CPWA®, Certified Private Wealth Advisor®, and Certified Private Wealth Advisor®
The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
Raymond James is not affiliated with any organizations mentioned.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA®,” and “Certified Private Wealth Advisor®.” Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.