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Caeli Cusworth

Senior Client Service Associate at Focus Partners Wealth

Caeli Cusworth is an experienced financial services professional currently serving as a Senior Client Service Associate at Focus Partners Wealth since September 2024, following the merger of HoyleCohen Wealth Management with The Colony Group and subsequent rebranding. Prior to this role, Caeli held a similar position at HoyleCohen from January 2022 to August 2024, and previously worked as a Relationship Manager at Bogart Wealth from November 2019 to January 2022. Earlier experiences include roles as a Client Service Associate and Financial Planning Associate at Capital Asset Management Group, as well as serving as a Front Office Supervisor at Virginia Tech Recreational Sports. Educational background includes a degree from Virginia Tech (2013-2017) and attendance at King George High School and Gimnasio del Norte.

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San Diego, United States

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