Vincent Birardi, CFP®, AIF®, MBA
Vincent Birardi is based in Halbert Hargrove’s Long Beach headquarters and brings more than 20 years of experience in financial services to his wealth advisory relationships with clients — along with a passion for identifying solutions that will enable them to fulfill their life goals. Vincent’s lodestar is objective and actionable guidance in all financial matters. What he values most about his role is helping to bring clarity and peace of mind to clients and their families.
Prior to joining the firm in 2018, Vincent held management roles with PIMCO and Morgan Stanley, with a strong focus on delivering strategic technology implementation solutions to financial professionals and managers. He began his career with PricewaterhouseCoopers as a Management Consultant. Vincent earned his BS in Industrial and Labor Relations from Cornell University. In 2007, he earned both an MBA in Finance and an MS in Information Systems from Fordham University Graduate School of Business.
He was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies and is a CERTIFIED FINANCIAL PLANNER™ professional. A founding member of HH’s Volunteering Initiative, Vincent has volunteered with a number of nonprofits, including YMCA of Greater Long Beach, TutorMate and ASPCA.
Latest articles by Vincent Birardi, CFP®, AIF®, MBA
Social Security Is Pushing You to Work Longer – Can You Still Afford to Retire Early?
social security To get your full Social Security benefit, you may have to work longer than you’d like. If you really don’t want to wait to quit work and start taking benefits, you’ll need a plan that compensates for a smaller monthly check.