Finding ways for our firm to integrate into our communities and have a positive impact is truly part of our DNA.
As financial advisors, our first instinct is to help others; that’s why we understand better than most the importance of proper planning and resourcing to support the people and places we love.
We believe that a strong community underpins successful starts for children, healthy networks for adults, and economic opportunities for businesses. By investing in our communities we believe we can all thrive and find a prosperous future together. Halbert Hargrove is a proud community partner in the Bellevue, Boulder, Denver, Houston, Irvine, Long Beach, San Diego, Scottsdale, Valencia, and Woodlands areas. Learn more about our passion for committed philanthropy and its impact below.
Our Involvement
Halbert Hargrove team members, alongside their families, are invested in seeing their communities thrive. Research has shown that volunteering improves executive function, so its not just good for the community – it’s good for employees too!
As such, we invest our time and resources in the communities where employees and clients work and live because we understand the impact that proper planning and guidance can provide. From matching employee’s personal donations to sponsoring youth athletics and benefit galas and more, giving back is part of our core values.
No impact is too small. By prioritizing flexibility and choice, our firm offers employees ample opportunities to serve the causes closest to them, at the time most convenient for them.
“Giving back is rooted in Halbert Hargrove’s company culture. I’ve witnessed firsthand the incredible impact that a committed group of service-minded individuals can make when given the opportunity to do so. Our profession is built on relationships and legacy; we believe those same principles should extend to the communities we live and work in.”
– JC Abusaid, CEO
