Get Started

Halbert Hargrove’s wealth advisory firm in Long Beach, California opened in 1989 to serve our many clients across the country. Our Long Beach headquarters has nine financial advisors, Brian M. Spinelli CFP®, AIF®, Craig T. Cross AIF®, David A. Koch CFP®, AIF®, CEPA®, CFA, James T. Ahn CFP®, AIF®, CEPA®, Julia K. Pham CFP®, AIF®, CDFA®, Nickolas R. Strain CFP®, CPWA®, CEPA®, AIF®,  , Samantha J. Garcia CFP®, AIF®, CDFA®, Timothy J. Anderson CPA/PFS, CGMA, AIF®, and Vincent R. Birardi CFP®, AIF®. Our Long Beach, 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 Long Beach is dedicated to helping you attain well-lived todays and tomorrows.