Halbert Hargrove

Call Directions Website Contact the business

Halbert Hargrove 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.

At Halbert Hargrove, we’re always striving to build a strong company culture where our employees feel valued, heard and ...
10/16/2026

At Halbert Hargrove, we’re always striving to build a strong company culture where our employees feel valued, heard and appreciated.

Our CEO, JC Abusaid, was recently featured in a Forbes Business Council article on how leaders can build employee loyalty through personal appreciation. For JC, that starts with taking new employees out to lunch during their first week to
build a personal, one-on-one connection from the start.

Read the full article to learn more: https://loom.ly/fcr0s2U

10/15/2026

It's easy to focus on the house itself when deciding where to live. But your home is only one part of the bigger picture.

Your neighborhood, access to healthcare, opportunities to build community, and financial considerations all play a role in shaping your quality of life over time. Looking at each of these areas together can provide a more complete view of whether your current environment supports the life you want to live.

In this episode of Fearless Money Talks, Ryan Frederick, Brian, and Kelli continue exploring this topic as they discuss the four quadrants of place planning and how they can help guide important life decisions.

Where you live influences more than your address. It can shape your health, your relationships, your finances, and even ...
10/14/2026

Where you live influences more than your address. It can shape your health, your relationships, your finances, and even how you experience each stage of life.

While many people hope to age in place, far fewer have taken intentional steps to prepare their home and lifestyle for the years ahead. Thinking about your environment, community, and long-term goals today can help create more options tomorrow.

Ryan Frederick shares why place planning is about more than deciding whether to move. It's about creating an environment that supports the life you want to live.

Continue exploring this topic in this episode of Fearless Money Talks, where Ryan, Brian, and Kelli discuss how intentional planning can help you make the most of every chapter of life.

10/13/2026

The place you call home can shape more than your daily routine. It can influence the relationships that support your long-term health and well-being.

Research from one of the longest-running studies on longevity that the quality of your relationships in your 50s and 60s is one of the strongest predictors of your health later in life.

Ryan Frederick explains why where you live can make it easier, or harder, to build those meaningful connections and why place planning is about much more than choosing a home.

Continue the conversation on the full episode of Fearless Money Talks, where Ryan, Kelli, and Brian discuss the many ways place planning can influence every stage of life. https://loom.ly/IBJu_60

As digital security becomes increasingly important, digital literacy is just as essential as financial literacy. By taki...
10/13/2026

As digital security becomes increasingly important, digital literacy is just as essential as financial literacy. By taking proactive cybersecurity measures—and working with a knowledgeable financial advisor to help protect your long-term financial independence, you can take steps to better help safeguard your assets.

Learn more from our Director of Cybersecurity & Technology and Wealth Advisor Shane Cummings’ latest Kiplinger article: https://loom.ly/HsSdf-4

What has changed in global markets this year, and what could it mean for the economy? In this virtual session, Brian Spi...
10/12/2026

What has changed in global markets this year, and what could it mean for the economy? In this virtual session, Brian Spinelli, Co-Chief Investment Officer at Halbert Hargrove, will review the shifts we've seen since the beginning of the year, discuss the heightened volatility, and share how we're monitoring the impact on the economy. He'll also cover the importance of diversification and ways to approach investing during uncertain times.

Save your spot for our "Market Update" on Tuesday, October 13th at 11:30 a.m. PDT:
https://loom.ly/yIz4baY

10/12/2026

The Hidden Cost of Keeping Up

Debt doesn't only affect your balance sheet. It can also affect how much financial flexibility you have when life doesn't go according to plan.

It's easy to associate financial success with what we can buy. But using credit to maintain a certain lifestyle can create fixed obligations that make a job loss, unexpected expense, or other disruption much harder to absorb.

Building wealth isn't about keeping pace with what others appear to have. It's about creating a financial foundation that gives you more ownership, flexibility, and resilience over time.

Watch the full episode for a broader conversation about debt, leverage, and why building wealth may have less to do with what you can borrow and more to do with what you can sustainably build.

10/09/2026

Debt Doesn't Just Cost Interest. It Costs Cash Flow.

When debt balances and borrowing costs rise at the same time, more of your monthly income can become committed to servicing what you've already borrowed.

That matters for wealth building because cash flow gives you options. Money going toward interest is money that can't be directed toward investing, saving, or other financial priorities.

Managing debt isn't only about reducing what you owe. It's also about creating more flexibility in your financial life.

The full episode explores how debt and leverage can affect your ability to build wealth, and why protecting your cash flow can be an important part of making long-term progress.

10/08/2026

When the Cost of Borrowing Changes the Equation

For years, low interest rates made borrowing relatively inexpensive. That environment made leverage an appealing tool for everything from real estate purchases to business expansion.

But when borrowing costs rise, the same strategy can carry very different risks. Higher interest expenses can put additional pressure on cash flow, while elevated debt levels leave less room to absorb an unexpected expense, income disruption, or investment downturn.

The question isn't simply whether debt can help you build wealth. It's whether the cost and risk of that debt still make sense within your financial plan.

Watch the full episode for a broader look at leverage, debt management, and why the fundamentals of cash flow matter when building long-term wealth.

As AI plays a larger role in financial advice, advisors have to think beyond efficiency. The real value comes from knowi...
10/08/2026

As AI plays a larger role in financial advice, advisors have to think beyond efficiency. The real value comes from knowing when to use these tools, how to verify their output, and where human judgment still needs to lead.

Our Wealth Advisor and Director of Technology and Cybersecurity, Shane Cummings, shared his perspective with Mela Seyoum at Financial Advisor IQ on why AI won’t replace advisors.

To learn more about AI’s role in financial advice, read the full piece here: https://loom.ly/2uNUCa4

Address

111 W Ocean Boulevard Fl 23
Long Beach, CA
90802

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+15624355657

Website

Alerts

Be the first to know and let us send you an email when Halbert Hargrove posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Halbert Hargrove:

Shortcuts

Share

Category