?? Get Ready for an Inspiring Event! ?? Join us for a virtual conversation with our Executive Chairman, Russ Hill, on October 23 at 12 PM PT! ?? Hosted by the Stanford Center on Longevity, he'll share insights from his new book, Optimizing Longevity, inspired by the New Map of Life project. Learn ways to help prepare for a vibrant future and seize opportunities for a fulfilling life today and tomorrow! Register today: https://lnkd.in/gExfag2H
Halbert Hargrove
投资管理
Long Beach，CA 1,635 位关注者
Fearless pursuit of well-lived todays & tomorrows.
关于我们
Halbert Hargrove provides a proven, goals-directed planning process for wealthy families and individuals. Our wealth advisory and fiduciary investment services help our clients preserve and grow their wealth through access to preferred investment vehicles, extensive market experience, and proven strategies that we’ve continually refined since our founding in 1933. Halbert Hargrove is recognized as one of the top wealth advisory firms in the country; our successful client relationships are due in no small part to our commitment to transparency, fiduciary best practices, and innovative culture. We never compromise on our values or process, so our clients can be confident about maintaining their lifestyle, contributing to their community, and preparing the next generation for continued success. We believe in "Investing to integrate your money and your life?". Halbert Hargrove achieved Investment Advisor Certification from the Centre for Fiduciary Excellence (CEFEX). CEFEX is an independent organization that works with investment advisory firms around the globe to assess their investment processes and systems—and their adherence to the highest standards of fiduciary best practices. Certification is a relatively rare distinction; we are the 50th investment advisory firm in the world to have earned it. CEFEX's mission is to improve risk management for both institutional and retail investors.
- 网站
-
https://www.halberthargrove.com
Halbert Hargrove的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Long Beach，CA
- 类型
- 私人持股
地点
Halbert Hargrove员工
动态
-
At the recent ADVISE AI conference, #financialadvisors shared how AI tools are helping transform their workflows by saving time and boosting productivity. From automating routine tasks to enhancing client interactions, AI is reshaping #wealthmanagement. Advisors can now spend more time with clients, while AI handles administrative duties, helping firms scale faster and improve profitability. Learn more about how #AI is helping advisors maximize efficiency in this article. https://lnkd.in/gzCaN-HE
-
A dramatic increase in #wealth can feel like a dream come true. But the effects of sudden wealth may also bring stress and anxiety, and even lead to an identity crisis. This is what is known as Sudden Wealth Syndrome, which is typically associated with lottery winnings, a large inheritance, or even overnight fame. If this has happened to you, it is important to understand with the right approach and proper planning, it is possible to manage –and potentially mitigate – #SuddenWealthSyndrome. Check out our article to learn about different approaches and proper planning. ?? https://lnkd.in/gRNZpbXS
-
-
Get to know David Koch, CFP?, CEPA, CFA! Since joining Halbert Hargrove in 2011, David has become an invaluable part of our team, bringing a unique blend of problem-solving and #lifecoaching to his role. "Helping people navigate life-changing decisions is both challenging and incredibly rewarding," David shares. From guiding individuals and families to advising corporate #retirement plans, family limited partnerships, and #nonprofits, David is passionate about making a real difference for our clients every day. Fun fact: He suffers from mild prosopagnosia—face-blindness. He once had dinner with Michael Douglas and didn’t recognize him. They talked all night about being UCSB alum and hanging out in Isla Vista. Michael knew; "I think he loved just being some guy named Michael for a few hours," says David.
-
-
After much anticipation, the #Fed announced earlier this week that they have cut #interestrates. As #financialadvisors, it’s our job to clearly communicate what this change may mean for clients. Our regional director, Patrick Kujawa AIF?, shares some guidance in this Financial Planning article by Rob Burgess. https://lnkd.in/gwVyukNZ
-
-
We’re excited to announce that our #wealthadvisor and Director of #Technology and #Cybersecurity, Shane Cummings, will be speaking at Financial Planning's new #ADVISEAI conference on October 10th in Las Vegas! Shane will be sharing insights on how #wealthmanagement leaders can effectively leverage #AI and technology to help drive success. Don’t miss his panel on maximizing #AItools at the conference!
-
-
Creating a #budget is an essential skill for managing your finances effectively. This article breaks down the basics of budgeting, from understanding what a budget is to the steps for creating one tailored to your needs. It highlights the importance of tracking your income and expenses to make informed financial decisions. Whether you're saving for a goal or just trying to get your #finances in order, mastering the art of budgeting is key. Read more to learn how to take control of your financial future! https://lnkd.in/gyPZrBrh #FinancialLiteracy #BudgetingTips
-
According to BestColleges, the cost of college has surged by more than 135% between 1963 and 2021. These steep #collegetuition costs often drive students to rely on #studentloans to cover expenses. While some may consider using a credit card to pay #tuition in hopes of earning rewards, for most, choosing a #studentloan is the more practical solution. Read this US News & World Report article by Jessica Merritt featuring insights from our #wealthadvisor Shane Cummings, CFP?, AIF? to learn why. https://lnkd.in/gPPxxfAZ
-
-
We’re thrilled to announce that Halbert Hargrove has been named one of CNBC’s Top 100 #FinancialAdvisory Firms for the sixth consecutive year! ?? This incredible honor showcases our unwavering commitment to not just managing #assets, but to delivering holistic #financial guidance that helps empower our clients throughout their #financialjourney. Last received October 2024 based on 12/31/2023 data. CNBC enlisted data provider AccuPoint Solutions to assist with ranking. To find out more about #FA100, click the link ?? https://lnkd.in/gXvQm3dF
-
-
Our CEO, JC Abusaid, will be speaking at the InvestmentNews #RIAActivate California Summit on November 12th. His session will cover key strategies for developing and retaining #nextgen talent. At Halbert Hargrove, we are deeply committed to #mentoring the #nextgeneration through our robust #internship and #mentorship programs. Don’t miss JC’s insights at the conference!
-