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Since 1990

23 Corporate Plaza Drive
Suite 150
Newport Beach , CA 92660
(800) 746-2378

 

About Us

At Hobert Wealth Management, we have a belief that the best investment management solutions for our clients come from a holistic, team approach.

We are driven to provide our clients with uncluttered, unbiased advice that may enhance their quality of life and lead to sustained and actionable solutions.

Only one measurement counts: Are we helping you meet your financial goals?

Hobert Wealth Management is an independent investment and retirement planning firm located in NewportBeach, California.  Founded by Pat Hobert in 1990, Hobert Wealth Management’s mission is to provide those approaching or beginning retirement with a conservative approach to accumulating wealth, preserving assets, and providing peace of mind in retirement. 

Since 1990, Pat has hosted numerous educational courses and seminars on investment and retirement planning throughout Southern California.  A long time Orange County resident, Pat has been actively involved in the community and takes pride in building a life long relationship with those he’s helping to provide a peace of mind retirement.


We have 4 simple goals:

  1. Help you Preserve what you have.
  2. Help you Increase what you have.
  3. Help you obtain an Income for life.
  4. Help you provide a Legacy for your heirs.