Halbert Hargrove

Meet Russ Hill! Russ has led Long Beach-headquartered Halbert Hargrove #GlobalAdvisors for more than four decades. In January 2022, he handed the firm’s #CEO responsibilities to JC Abusaid. As Executive Chairman, Russ continues to pursue the “big questions” – including an intense focus on helping people enjoy well-lived todays and tomorrows. Fun fact: Very early in his business career, he operated cattle feed yards. Now he looks forward to cellular meat production. #FinancialAdvisors

Join us on October 3rd at 11:30am PST for an exclusive Halbert Hargrove Investor Series featuring Hamilton Lane. 📊 Gain insights from senior leaders on the benefits of private markets and explore the firm's Private Assets Fund with Managing Director Tara Blackburn. Don’t miss this opportunity to learn more about this part of the investment world! https://lnkd.in/dy2m82mC #InvestorSeries #PrivateMarkets #HamiltonLane #FinancialInsights

Our Wealth Advisor and Director of Technology and Cybersecurity, Shane Cummings, CFP®, AIF®, has been instrumental in helping our advisors understand how #technology can enhance their work with clients. We’re excited to share that Shane will be speaking at the Colorado #RIA Summit tomorrow, presented by #PortfolioSummits. He will share insights on how #IndependentAdvisors can effectively integrate technology into their practices. If you are attending the summit, be sure to connect with Shane. #IndependentWealth #Colorado https://lnkd.in/g7V5xySX https://lnkd.in/ecQqX2ft

Halbert Hargrove is proud to sponsor the 2024 MEND Gala, supporting an incredible cause that uplifts our community! Join us in celebrating the impactful work of MEND Poverty as we come together for an evening of inspiration and giving back. 🌟 https://lnkd.in/dvK-FyqE #MENDGala #CommunitySupport #HalbertHargrove #GivingBack

I’m excited to announce that I’ll be speaking at the Future Proof Festival in September! I’ll be joining the cybersecurity panel alongside Ryan Lawler from Axios and Agio’s CEO, Bart McDonough. If you’re attending the #FutureProofFestival, I’d love to connect and I hope you join us for our in-depth discussion on how to help safeguard your firm and help your #technology up to date. https://lnkd.in/gimBKXSm

#Annuities are #insurance products designed to provide a steady #income stream during #retirement. They come in various forms, from fixed to indexed, each with its own set of risks and rewards. Want to know if an #annuity is right for you? Check out this CNN Underscored article by Joanne Cleaver, featuring insights from our senior #wealthadvisor James Ahn CFP®, AIF®. https://lnkd.in/gPYJ_4FK

Are you attending the FutureProof Festival? If so, don’t miss our Wealth Advisor and Director of Technology/Cybersecurity, Shane Cummings, CFP®, AIF®, who will be speaking on the "Cybersecurity: The Hidden Threat to Your Firm’s Survival" panel on September 16th. Shane will be joined by Axios reporter Ryan Lawler and Agio CEO Bart McDonough to discuss the critical importance of #cybersecurity and helping your entire team understand new #technologies. Learn more about #FutureProofFestival at the link below. https://lnkd.in/gimBKXSm

Meet Tyler Gilley Tyler was promoted to Associate #WealthAdvisor with our Long Beach team in 2019. In his current role, he helps to prepare and deliver essential components of the #financialplanning process so that clients feel confidently on track to meet their goals. What Tyler finds especially rewarding in his work are his interactions with people – particularly, he says, when it’s clear that he’s making a difference in supporting positive outcomes in people’s lives. Fun fact: Tyler's all-time favorite fast food restaurant is Taco Bell – he currently own several pieces of #TacoBell apparel and has been known to wear a hot sauce packet costume for Halloween more than once. 🌮 🌮

Get ready for our next workshop! Are you a business owner looking at different options when it comes to selling your company? We are here to help you navigate this world and better prepare yourself when it comes time to sell. Mark your calendars – you're not going to want to miss this! Register today! https://lnkd.in/gWuKMjqT #BusinessOwners #ReadinessWorkshop #ExitPlanning #HalbertHargrove

Investing in your child’s future? A 529 Education Savings Plan might be the smart move you’ve been looking for. This blog, written by Vincent Birardi, CFP®, AIF®, MBA, MSIS, Wealth Advisor at Halbert Hargrove breaks down the essentials of how a 529 plan can help you save for college while enjoying tax benefits. Ready to get started helping secure your child’s education? https://lnkd.in/geaBD5zf #CollegeSavings #FinancialPlanning