Profile

Craig Cross

Managing Director, Co-Founder

Halbert Hargrove Global Advisors, LLC

[email protected]

562.435.5657

http://www.halberthargrove.com

Areas I Serve

West LA including Beverly Hills, Greater Long Beach, Northern Orange County.

Bio

Halbert Hargrove & Co was founded in 1933. Joined the firm in 1979. In 1989 Co-founded the successor Halbert Hargrove Global Advisors, LLC, a Registered Investment Advisor (RIA). HHGA is a fiduciary investment management and wealth advisory organization. HHGA is a named co-investment fiduciary in each client relationship.

Years of Experience

45

Licenses and Certification

Accredited Investment Fiduciary (AIF) with a team of CFPs.

Areas of Expertise

Primarily individuals and families interested in preserving their wealth by keeping up with inflation and taxation. We do not sell products.

Ideal Clients

Individuals and families that are polite, listen and will take advice. We work with clients and the CPA, tax attorney and other advisors. Our team experience understands issues people in their 30's, 40's, 50's, 60's, 70's, 80's and beyond are facing or should be thinking about. Developing a financial goal plan, implementing, navigating and monitoring through age 100 is important. We frequently discuss philanthropy in its different forms---taxation (not likely the most popular), family members, qualified non-profit, charitable organizations.

Affiliations or Memberships with Professional Organizations

LA and Orange County planned giving organizations.

Community Service or Philanthropic Involvements

Long Beach Rotary Club, Long Beach Rotary Club Scholarship Foundation, California Conference for Equality and Justice, Providence St Vincent Ethics in Health Care Advisory Board (Portland, OR), Stanford University.