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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.

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

No Summer Vacation This Year? What to Do with the Money You’ve Saved
Man in an inner tube in the bathtub at home.
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