Prior to joining First Republic in 2018, Mr. Halbrook was a Managing Director with the Wells Fargo Private Client Group. As a managing director, he provided tailored guidance and advice that addressed the specific goals of high net worth individuals, families and businesses. Mr. Halbrook began his career at Smith Barney in 1995.
Mr. Halbrook holds a bachelor’s degree from Pepperdine University and an MBA from the University of California, Irvine. He also is a CERTIFIED FINANCIAL PLANNER™ professional.
Forbes ranked Mr. Halbrook as a Best in State Wealth Advisor for California in 2020 and 2021.
Mr. Halbrook sits on the Dean’s Advisory Board and the Advisory Board for the Center for Investment Wealth Management at Paul Merage School of Business at the University of California, Irvine.
Wealth Management Experience: Since 1996
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