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Why I Love My Job

I work at HH and love my job because at HH, the firm is about taking care of clients, doing the right thing and not maximizing revenue or profits, all while prioritizing our associates’ well being.

JC Abusaid Family

As CEO and President of Halbert Hargrove, JC is guiding the firm confidently into the future. Execution and operational excellence are his bywords; we consider him our glue. He formally took the helm of CEO in December 2021. For many years, working alongside Chairman and HH founder Russ Hill, JC has had the privilege to be involved in most facets of the firm, and has enjoyed being part of HH’s growth and success.

JC enjoys the dynamic nature of his role: “I like solving big challenges,” he says. He joined HH as Operations Manager in 1996 and was named President and Chief Operating Officer in 2010.

JC earned his Bachelor of Science in Business Administration with a Finance emphasis from the Colegio de Estudios Superiores de Administracion in Bogota, Colombia, and his MBA from University of Redlands School of Business. He was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies.

In addition to his leadership responsibilities, JC is a member of the Forbes Business Council, where he regularly contributes his insights on leadership, mentorship, and more. He is also a member of the Envestnet RIA Client Advisory Board.

In 2016, JC was part of Stanford University’s pioneer cohort in earning a LEAD Certificate in Corporate Innovation from Stanford Graduate School of Business. In 2021, he was again part of an inaugural class, this time in taking part in BlackRock’s first Emerging Leader Lab.

Married to Ruth for more than 30 years, JC is dad to Nico and Isabella – and a Boston Terrier named Lola. After a decade-long odyssey of breaking ground and overcoming an absurd number of obstacles, JC is happy to report that the Abusaid family finally took up residence in their Laguna Beach home in 2021. JC’s commitment to exercising and eating healthy is legendary; call him a health freak, and he’ll take it as a compliment. Outside of the office, you’ll find him running, mountain biking, wakeboarding, and snowboarding.

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Fun Fact

I like to swim with sharks – my favorite area is off the coast of Oahu.

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Clients I Love Working With

I love working with investment junkies who love to go deep into the market and are always learning about new investments that we can discuss.

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Specialties

Doctors and dentist who have well established practices and personal assets.

Frequently Asked Questions

What does JC do as a financial advisor?

JC provides comprehensive financial planning designed to help clients align their wealth with their goals. This includes investment management, financial planning, and ongoing guidance to help navigate life transitions and long-term financial decisions.

Is JC a fiduciary?

Yes, Halbert Hargrove and JC are fiduciaries. This means they are committed to putting clients’ best interests first. The firm operates as an independent, fee-only advisory, providing objective guidance without commissions or proprietary products.

Who should work with JC?

Clients who work with JC are often individuals and families with growing financial complexity, whether related to retirement planning, investment management, tax strategy, or legacy planning, who want coordinated guidance to stay organized and focused on their long-term goals. As a CFP® professional, JC provides comprehensive advice grounded in fiduciary standards and a commitment to acting in clients’ best interests.

Which services can JC help me with?

JC can assist with investment management, retirement planning, tax-aware strategies, estate planning coordination, risk management, and broader wealth planning needs—all guided by Halbert Hargrove’s LifePhase Investing® approach. Services are tailored to each client’s financial situation and objectives.

Do clients need a certain level of assets to work with JC?

Halbert Hargrove primarily serves individuals and families who generally have investable assets over $500k and can benefit from comprehensive wealth management services. While many of our advisors have different criteria, prospective clients are encouraged to connect to determine whether the relationship is a good fit.

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