Brianna Grantley

Manager Client Services at Halbert Hargrove - Long Beach, CA, US

Brianna Grantley's Colleagues at Halbert Hargrove
Evan Hieter

Associate Client Service Manager

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Jennifer Caravello

Senior Operations Analyst/Intern Manager

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Julia Pham

Advisor to individuals and families in every phase

Contact Julia Pham

Alex Roper

Client Service Manager

Contact Alex Roper

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Brianna Grantley's Contact Details
HQ
562-435-5657
Location
Long Beach,California,United States
Company
Halbert Hargrove
Brianna Grantley's Company Details
Halbert Hargrove logo, Halbert Hargrove contact details

Halbert Hargrove

Long Beach, CA, US • 50 - 99 Employees
Investment Bank/Securities Brokerage

Halbert Hargrove provides a proven, goals-directed planning process for wealthy families and individuals. Our wealth advisory and fiduciary investment services help our clients preserve and grow their wealth through access to preferred investment vehicles, extensive market experience, and proven strategies that we've continually refined since our founding in 1933. Halbert Hargrove is recognized as one of the top wealth advisory firms in the country; our successful client relationships are due in no small part to our commitment to transparency, fiduciary best practices, and innovative culture. We never compromise on our values or process, so our clients can be confident about maintaining their lifestyle, contributing to their community, and preparing the next generation for continued success. We believe in "Investing to integrate your money and your life℠"​.Halbert Hargrove achieved Investment Advisor Certification from the Centre for Fiduciary Excellence (CEFEX). CEFEX is an independent organization that works with investment advisory firms around the globe to assess their investment processes and systems—and their adherence to the highest standards of fiduciary best practices. Certification is a relatively rare distinction; we are the 50th investment advisory firm in the world to have earned it. CEFEX's mission is to improve risk management for both institutional and retail investors.

Finance Investment Bank/Securities Brokerage Management Investment Open-ended Investment Management
Details about Halbert Hargrove
Frequently Asked Questions about Brianna Grantley
Brianna Grantley currently works for Halbert Hargrove.
Brianna Grantley's role at Halbert Hargrove is Manager Client Services.
Brianna Grantley's email address is ***@halberthargrove.com. To view Brianna Grantley's full email address, please signup to ConnectPlex.
Brianna Grantley works in the Investment Management industry.
Brianna Grantley's colleagues at Halbert Hargrove are Evan Hieter, Jennifer Caravello, Julianne Copeland, Karen Christian, Patrick Aif, Julia Pham, Alex Roper and others.
Brianna Grantley's phone number is 562-435-5657
See more information about Brianna Grantley