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Brian Spinelli, CFP®, AIF®

Chair of Investment Committee/Senior Wealth Adviser, Halbert Hargrove

Brian Spinelli is based in Halbert Hargrove’s Orange County and Long Beach offices. His responsibilities encompass running the firm’s investment committee as well as advising individuals and institutions on their investment and wealth advisory needs.

Brian was named to HH’s management team in 2012. He earned his Bachelor of Arts in Business Administration – Finance from Loyola Marymount University in 2002 and his MBA from LMU in 2005. 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.

Halbert Hargrove is the creator of LifePhase Investing and headquartered in Long Beach, Calif.

Phone: 800.435.3505 | Email: bspinelli@halberthargrove.com | Website: www.halberthargrove.com | LinkedIn: linkedin.com/in/brianspinelli

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college

How to Balance Saving for Retirement and Your Kids’ Education

Achieving your goals takes patience and time – but starting early will give you a big edge. And while it may feel unnatural, put yourself (and your re…

October 29, 2021

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Making Your Money Last

Is the Traditional 60/40 Portfolio Truly Dead? Or Just Hibernating?

Why looking to alternatives to bonds makes sense right now.

February 9, 2021

Stacks of coins on top of rolled up dollar bills.

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Roth IRAs

Who Should Consider a Roth IRA – and Why Now?

While Roth IRAs don’t make sense for everyone, there are some cases where they could be a great fit. See if any of these five scenarios applies to you…

November 13, 2020

Man in an inner tube in the bathtub at home.

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spending

No Summer Vacation This Year? What to Do with the Money You’ve Saved

Maybe that trip to Hawaii you dreamed about didn’t happen, but look at the bright side: You have a nice little windfall to plan for.

September 2, 2020