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Costa Mesa Team

Meet Full Team

Halbert Hargrove’s wealth management office in Costa Mesa, California opened in 2018 to serve our many clients across the region. Our Costa Mesa branch has two financial advisors, Brian M. Spinelli CFP®, AIF® and David A. Koch CFP®, AIF®, CEPA®, CFA.  Our Costa Mesa, CA team regularly meets with clients both locally and throughout the country to address the investment management, wealth advisory, retirement planning, and tax planning needs of our clients. Our team in Costa Mesa is dedicated to helping you attain well-lived todays and tomorrows.