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.

Finance

Investment Management

Halbert Hargrove

Halbert Hargrove's headquarters in Long Beach, CA, United States

Kelli R. Kiemle

James Ahn Cfp®

Mariah Ramirez

Michelle M. White

The Client Services Team at Halbert Hargrove is dedicated to maintaining and growing successful client relationships by delivering top-notch, personalized service and support. They act as the primary point of contact for clients, manage accounts, address inquiries, and ensure the seamless execution of Halbert Hargrove's wealth advisory and fiduciary investment services. Through their efforts, clients receive transparent, high-quality service that aligns with the firm's commitment to fiduciary best practices and long-term financial success.

Client Services Team

The Wealth Advisory Team at Halbert Hargrove provides personalized financial guidance and strategic planning to affluent families and individuals. They utilize their extensive market experience and fiduciary best practices to help clients preserve and grow their wealth. The team creates tailored investment strategies, offers access to preferred investment vehicles, and ensures adherence to the highest standards of fiduciary excellence. They are committed to transparency and innovation, enabling clients to confidently maintain their lifestyle, contribute to their community, and prepare the next generation for success.

Wealth Advisory Team

The Leadership Team at Halbert Hargrove is responsible for setting the strategic vision and direction of the company. They oversee the development and implementation of growth initiatives, ensure compliance with regulatory standards, manage client relationships, and uphold the firm’s commitment to fiduciary best practices. By leveraging their extensive market experience and innovative culture, they drive the firm's mission to help clients preserve and grow their wealth.

Leadership Team

The Operations Team at Halbert Hargrove supports the company's fiduciary investment services by managing critical back-office functions, including trade execution, data management, compliance monitoring, and research support. This team ensures seamless operational efficiency, adherence to regulatory standards, and the effective implementation of investment strategies, all of which are pivotal to maintaining the firm's commitment to transparency, fiduciary best practices, and superior client service.

Operations Team

The Regional Management Team at Halbert Hargrove is responsible for overseeing and managing the firm's operations across various geographical regions. Comprising multiple Regional Directors, the team ensures that the firm's high standards of fiduciary best practices and client service are consistently maintained. Additionally, they work to implement strategic initiatives, foster client relationships, and drive regional growth while aligning with the company's overall goals and values.

Halbert Hargrove

Org chart

Teams

Client Services Team

Wealth Advisory Team

Leadership Team

Operations Team

Regional Management Team

Offices

Halbert Hargrove

Org chart

Teams

Client Services Team

Wealth Advisory Team

Leadership Team

Operations Team

Regional Management Team

Offices

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