Shawn Hochuli, LPL Wealth Advisor
Shawn Hochuli has been a Professional Financial Consultant for over 12 years. Focusing on capital preservation and growth strategies for individuals, families, and business owners, part of his full-service approach to comprehensive retirement planning includes:
- An initial thorough analysis of a client’s personal financial situation to help determine his/her long-term goals and objectives.
- Construction of a properly diversified* investment portfolio that both fits his/her current life stage and directs him/her towards those goals and objectives.
- The implementation of the investment portfolio through techniques that may include dollar cost averaging.**
- Constant monitoring of the portfolio and rebalancing*** as necessary to be sure the initial asset allocation strategy both reflects the original goals and any life changes that may have altered the client’s long term objectives.
Shawn works tirelessly at both managing client portfolios and maintaining client relationships so they are always on the same page with regard to the investment performance and direction.
As the week ends, Shawn holds an interesting weekend avocation that allows him to unwind and re-energize for the week ahead. As a college football referee for over 12 years, he currently works games as a head referee in the Pac 12 Conference. It’s not by chance that Shawn fell into officiating football after college. His father, Ed Hochuli , is a head referee in the National Football League.
In times of market volatility, pressure is nothing new to Shawn, as he has managed client accounts through the ups and downs of the stock market, as well as experienced the wrath of verbally angry college football fans! Learn More about the unique combination of financial advice and football officiating.
*There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not ensure against market risk.
**Such a plan involves continuous investing in securities regardless of fluctuations in price levels of such securities. An investor should consider their ability to continue purchasing through periods of low price levels. Such a plan does not ensure a profit and does not protect against loss in declining markets.
***Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.No strategy, including asset allocation, assures success or protects against loss.