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Cfp Todd Halbrook
Cfp Todd Halbrook
Managing Director | First Republic Private Wealth Management
Newport Beach, California, United States
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.
Cfp Todd Halbrook
Work Experience
Managing Director at
RBC Wealth Management
April 2023 - Present
Managing Director at
First Republic Private Wealth Management
June 2018 - April 2023
Managing Director at
First Republic Private Wealth Management
June 2018 - Present
Managing Director at
Wells Fargo Advisors
July 2008 - June 2018
Managing Director - Investment Officer at
Wells Fargo Advisors
July 2008 - June 2018
Senior Vice President at
SMITH BARNEY LIMITED
June 1995 - July 2008
Vice President - Investments at
Smith Barney
June 1995 - July 2008
Cfp Todd Halbrook
Education
University of California, Irvine - The Paul Merage School of Business, Master Of Business Administration (M.B.A.)
Pepperdine University, Bachelor's Degree
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
*********@firstrepublic.com
*************@rbc.com
Colleagues
Managing Director
Managing Director, Wealth Advisor
Managing Director
Vice President and Wealth Manager
Managing Director, Wealth Manager
Managing Director and Wealth Partner
Managing Director and Financial Advisor
Managing Director