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Cfp Todd Halbrook

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Cfp Todd Halbrook

Managing Director | First Republic Private Wealth Management

Newport Beach, California, United States

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Cfp Todd Halbrook

Summary

Todd Halbrook is a seasoned financial advisor with over 30 years of experience in wealth management. He currently serves as the Managing Director at RBC Wealth Management in Newport Beach, California, where he specializes in personalized investment planning for high net worth individuals and families. Todd's extensive background has equipped him to navigate significant market shifts, ensuring that his clients receive tailored financial strategies that address their unique needs. His dedication to client service has earned him recognition as a Best-In-State Wealth Advisor by Forbes for multiple years. In addition to his role at RBC, Todd has held leadership positions at First Republic Private Wealth Management and Wells Fargo Advisors, showcasing his deep expertise in the financial services industry. He holds an MBA from the University of California, Irvine, and a Bachelor's degree from Pepperdine University, reflecting his commitment to continuous professional development.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Cfp Todd Halbrook

Work Experience

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Managing Director at

RBC Wealth Management

April 2023 - Present

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Managing Director at

First Republic Private Wealth Management

June 2018 - April 2023

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Managing Director at

First Republic Private Wealth Management

June 2018 - Present

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Managing Director at

Wells Fargo Advisors

July 2008 - June 2018

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Managing Director - Investment Officer at

Wells Fargo Advisors

July 2008 - June 2018

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Senior Vice President at

SMITH BARNEY LIMITED

June 1995 - July 2008

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Vice President - Investments at

Smith Barney

June 1995 - July 2008

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Frequently Asked Questions about Cfp Todd Halbrook

What is Cfp Todd Halbrook email address?

Cfp Todd Halbrook's primary email address is *********@firstrepublic.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Todd Halbrook work for?

Cfp Todd Halbrook is a Managing Director at First Republic Private Wealth Management, a company specializing in Commercial banks, nec.

Where Cfp Todd Halbrook graduated from?

Cfp Todd Halbrook holds a degree in from University of California, Irvine - The Paul Merage School of Business.

How can I directly contact Cfp Todd Halbrook?

To contact Cfp Todd Halbrook directly, you can use the email address *********@firstrepublic.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Todd Halbrook?

Todd Halbrook is a seasoned financial advisor with over 30 years of experience in wealth management. He currently serves as the Managing Director at RBC Wealth Management in Newport Beach, California, where he specializes in personalized investment planning for high net worth individuals and families. Todd's extensive background has equipped him to navigate significant market shifts, ensuring that his clients receive tailored financial strategies that address their unique needs. His dedication to client service has earned him recognition as a Best-In-State Wealth Advisor by Forbes for multiple years. In addition to his role at RBC, Todd has held leadership positions at First Republic Private Wealth Management and Wells Fargo Advisors, showcasing his deep expertise in the financial services industry. He holds an MBA from the University of California, Irvine, and a Bachelor's degree from Pepperdine University, reflecting his commitment to continuous professional development.

Cfp`s contact details

mail

*********@firstrepublic.com

*************@rbc.com

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