Brian Spinelli, Cfp®, Aif®
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Brian Spinelli, Cfp®, Aif® Email & Phone Number

Co-CIO to individuals and families in every phase of their financial lives at Halbert Hargrove
Location: United States 3 work roles 2 schools
1 work email found @halberthargrove.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email b****@halberthargrove.com
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Current company
Halbert Hargrove
Role
Co-CIO to individuals and families in every phase of their financial lives
Location
United States
Company size
38 employees

Who is Brian Spinelli, Cfp®, Aif®? Overview

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Quick answer

Brian Spinelli, Cfp®, Aif® is listed as Co-CIO to individuals and families in every phase of their financial lives at Halbert Hargrove, a with 38 employees, based in United States. AeroLeads shows a work email signal at halberthargrove.com and a matched LinkedIn profile for Brian Spinelli, Cfp®, Aif®.

Brian Spinelli, Cfp®, Aif® previously worked as Co-Chief Investment Officer at Halbert Hargrove and Senior Wealth Advisor/Chairman of the Investment Committee at Halbert Hargrove. Brian Spinelli, Cfp®, Aif® holds Master'S Degree, Business Adminstration from Loyola Marymount University.

Company email context

Email format at Halbert Hargrove

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*@halberthargrove.com
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AeroLeads found 1 current-domain work email signal for Brian Spinelli, Cfp®, Aif®. Compare company email patterns before reaching out.

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Profile bio

About Brian Spinelli, Cfp®, Aif®

As your life evolves, so should your financial strategies. We balance investment risk and reward for your life circumstances as each new challenge, aspiration and opportunity arises. What matters to you? Through fearless conversations, we get clarity about your resources, commitments and life goals. This informs everything we do on your behalf. Our goal? For you to feel confident and supported, not just during the market’s – and life’s – highs but throughout the lows as well. Our vision: A fearless pursuit of well-lived todays and tomorrows for you and those close to you.

Current workplace

Brian Spinelli, Cfp®, Aif®'s current company

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Halbert Hargrove
Halbert Hargrove
Co-CIO to individuals and families in every phase of their financial lives
long beach, california, united states
Website
halberthargrove.com
Employees
38
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Company profile
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3 roles

Brian Spinelli, Cfp®, Aif® work experience

A career timeline built from the work history available for this profile.

Senior Wealth Advisor/Chairman Of The Investment Committee

Halbert Hargrove

Long Beach, Ca

I take a leadership role in maintaining and establishing strong relationships with my clients. Working with the HH team, I ensure we follow our disciplined, ongoing process that adheres to my client’s financial Roadmap. My role oversees a range of investment responsibilities and wealth advisory services, and partners with clients in the discovery process to help guide them through their priorities. My overriding objective: protecting my clients’ wealth, helping them secure their financial goals—and hearing from them that they’re comfortable and pleased

Oct 2012 - Dec 2022

Relationship Manager

Halbert Hargrove

Long Beach, Ca

Working from the foundation of a strong relationship with my clients, I manage their wealth advisory services. My role at HH includes overseeing a comprehensive range of investment responsibilities, each critical to overall portfolio outcomes. I partner with Regional Directors and Client Service Managers in the day-to-day requirements of my clients’ accounts, ensuring that their portfolio management is continuously implemented—and adheres to their financial Roadmap. My overriding objective: protecting my clients’ wealth, helping them secure their financial goals—and hearing from them that they’re comfortable and pleased with the entire process.

Feb 2006 - Oct 2012
Team & coworkers

Colleagues at Halbert Hargrove

Other employees you can reach at halberthargrove.com. View company contacts for 38 employees →

ZA Zach Alloway Zach Alloway Colleague at Halbert HargroveSan Luis Obispo, California, United States View → VB Vincent Birardi, Cfp®, Aif®, Mba, Msis Vincent Birardi, Cfp®, Aif®, Mba, Msis Colleague at Halbert HargroveLong Beach, California, United States View → KC Katie Clapps Katie Clapps Colleague at Halbert HargroveLomita, California, United States View → AR Alex Roper Alex Roper Colleague at Halbert HargroveLong Beach, California, United States View → QT Quan Tran Quan Tran Colleague at Halbert HargroveWestminster, California, United States View → SA Stuart Allison Stuart Allison Colleague at Halbert HargroveLos Angeles, California, United States View → MW Michelle White Aif® Michelle White Aif® Colleague at Halbert HargroveLong Beach, California, United States View → JE John Esparza John Esparza Colleague at Halbert HargroveLos Angeles Metropolitan Area, United States View → BM Brenden Melrose, Cfp®, Cima®, Aif® Brenden Melrose, Cfp®, Cima®, Aif® Colleague at Halbert HargroveSan Diego, California, United States View → AY Alexander Yamaguchi Alexander Yamaguchi Colleague at Halbert HargrovePhoenix, Arizona, United States View →
2 education records

Brian Spinelli, Cfp®, Aif® education

FAQ

Frequently asked questions about Brian Spinelli, Cfp®, Aif®

Quick answers generated from the profile data available on this page.

What company does Brian Spinelli, Cfp®, Aif® work for?

Brian Spinelli, Cfp®, Aif® works for Halbert Hargrove.

What is Brian Spinelli, Cfp®, Aif®'s role at Halbert Hargrove?

Brian Spinelli, Cfp®, Aif® is listed as Co-CIO to individuals and families in every phase of their financial lives at Halbert Hargrove.

What is Brian Spinelli, Cfp®, Aif®'s email address?

AeroLeads has found 1 work email signal at @halberthargrove.com for Brian Spinelli, Cfp®, Aif® at Halbert Hargrove.

Where is Brian Spinelli, Cfp®, Aif® based?

Brian Spinelli, Cfp®, Aif® is based in United States while working with Halbert Hargrove.

What companies has Brian Spinelli, Cfp®, Aif® worked for?

Brian Spinelli, Cfp®, Aif® has worked for Halbert Hargrove.

Who are Brian Spinelli, Cfp®, Aif®'s colleagues at Halbert Hargrove?

Brian Spinelli, Cfp®, Aif®'s colleagues at Halbert Hargrove include Zach Alloway, Vincent Birardi, Cfp®, Aif®, Mba, Msis, Katie Clapps, Alex Roper, and Quan Tran.

How can I contact Brian Spinelli, Cfp®, Aif®?

You can use AeroLeads to view verified contact signals for Brian Spinelli, Cfp®, Aif® at Halbert Hargrove, including work email, phone, and LinkedIn data when available.

What schools did Brian Spinelli, Cfp®, Aif® attend?

Brian Spinelli, Cfp®, Aif® holds Master'S Degree, Business Adminstration from Loyola Marymount University.

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