Vincent Birardi, CFP®, AIF®, MBA

Vincent Birardi, CFP®, AIF®, MBA

Wealth Adviser, Halbert Hargrove

Vincent Birardi is based in Halbert Hargrove’s Long Beach headquarters and brings more than 25 years of experience in financial services to his wealth advisory relationships with clients — along with a passion for identifying solutions that will enable them to fulfill their life goals. Vincent’s lodestar is objective and actionable guidance in all financial matters. What he values most about his role is helping to bring clarity and peace of mind to clients and their families.

Prior to joining the firm in 2018, Vincent held management roles with PIMCO and Morgan Stanley, with a strong focus on delivering strategic technology implementation solutions to financial professionals and managers. He began his career with PricewaterhouseCoopers as a Management Consultant. Vincent earned his BS in Industrial and Labor Relations from Cornell University. In 2007, he earned both an MBA in Finance and an MS in Information Systems from Fordham University Graduate School of Business.

He was awarded the ACCREDITED INVESTMENT FIDUCIARY™ designation by the University of Pittsburgh-affiliated Center for Fiduciary Studies and is a CERTIFIED FINANCIAL PLANNER™ professional. A founding member of HH’s Volunteering Initiative, Vincent has volunteered with a number of nonprofits, including YMCA of Greater Long Beach, TutorMate and ASPCA.

Phone: 562.435.5657 x246 | Email: vbirardi@halberthargrove.com | Website: www.halberthargrove.com 

LinkedIn: www.linkedin.com/in/vincent-birardi-cfp

Latest articles by Vincent Birardi, CFP®, AIF®, MBA

A man uses a laptop at his kitchen table.

The Do’s and Don’ts of Inherited IRAs

When you inherit an IRA, you likely have a lot of questions. Do you need to take RMDs? When? How long do you have before the account must be cleaned out?