About Us
Our History
Serving Our Clients for Over 32 Years
Our firm was established in 1992 and is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission. As of December 31, 2022, Evart, Young & Hobbs has assets under management of $186 million for our wealth advised clients and we provide investment counsel for over $48 million in retirement plan assets.
For decades we have had the privilege of serving our clients with personalized investment counsel based on research, knowledge, experience, trust and a strong sense of dedication and commitment in order to assist them in reaching their financial goals.
EYH is an independent, fee based advisory firm serving as a fiduciary for individuals, families, business owners, trusts and pension plans that seek a disciplined approach to investment management. We are based in Redwood City, California, in the heart of Silicon Valley.
Our Team
Derek Hobbs
Financial Advisor, MBA
Prior to joining Evart, Young, & Hobbs, Derek started his career with John Hancock Financial Services in 1987 as an investment planner. At EYH, he is the firm’s president and oversees investment research and strategy.
He became a partner of the firm in 2002 and has been quoted in publications such as CNN Money, Investment Advisor Magazine and Registered Representative Magazine. Derek has a Bachelor of Science degree in Political Economics from the University of California at Berkeley, an MBA degree in Finance from California State University at Hayward, holds a Series 65 license and has been registered with the Securities and Exchange Commission as an investment advisor representative since 1996.
Derek and his wife Amy have three adult children, David, John and Lauren and their dogs, Bentley and Lyla. Derek enjoys being an active member in his community, where he coached several soccer and basketball teams. He has served as a volunteer investment advisor for two non-profit organizations, the Foundation for Personal Financial Education (FPFE), the San Mateo County General Hospital and as a boardmember for Street Life Ministries in Redwood City.
Carlos Perez
Financial Advisor, MBA
Carlos has experience in the investment management field since 1990. He was an equity market/manager analyst at Roger Casey & Barksdale (RCB) Inc. in Stamford Connecticut. At RCB, Carlos served as a portfolio analyst for a $688 million corporate pension plan. He authored papers on Portfolio Insurance, Incentive Fees, and Quantitative Portfolio Management. Carlos has been a registered investment advisor representative with the Securities and Exchange Commission since 1996. He holds an MBA from Harvard University and a Bachelor of Science degree in Economics and Statistics from the University of California at Davis.
In 2015, Carlos founded The Perez Scholar-Athlete Foundation and The Perez Family Fund. The mission of these organizations is to provide financial assistance, mentoring, and counsel to accomplished student-athletes who come from disadvantaged families.
Rosalee Young
Administrator
Rosalee began her career with EYH in 1989. She was president of the firm in 1998 and continues to work closely with clients as the firm’s administrator. Rosalee has been registered as an investment advisor representative with the Securities and Exchange Commission since 1994 and holds a Bachelor of Arts degree in Secondary Education from Marycrest College, Davenport, Iowa.
Amy Hobbs
Administrator
Amy began her career as an administrator at Emery Howard in the early 90s. After raising three children, Amy has migrated back into the financial services field. At EYH she is involved in website maintenance, and client administration. Amy holds a liberal arts degree in Education from California State University at Hayward.
When Amy is not working, she leads a full life with her family, is an artist, works as a volunteer “Trained Cuddler” for premature babies at Lucile Packard Children’s Hospital and is the primary caretaker for their family dogs, Bentley and Lyla.
