Craig Cross

About Craig Cross

As your life evolves, so should your financial strategies. At Halbert Hargrove, we help you navigate each new milestone, aspiration, challenge, and opportunity by balancing investment risk and reward to fit your unique life circumstances. We strive to understand your resources, commitments, and life goals through fearless conversations. Our goal is to help you feel confident and supported through every stage of life, from taxes to retirement to estate planning and more. Your dedicated team of financial professionals are there for all of life\'s uncertainties and challenges. We work together to help you achieve a fearless pursuit of well-lived todays and tomorrows for you and those you love. Learn more about how we can help you make confident financial decisions for a secure financial future at

Experience

1. Managing Director, Co-founder

   Halbert Hargrove

   Jun 1979 — Present

   I establish and foster great relationships with my clients; my objective is to assist them in all facets of their financial lives. Working with the HH team, we build and implement a Roadmap—a disciplined, ongoing process that ensures that all the complexities inherent to their wealth are addressed. I serve as a repository of knowledge of my clients’ aspirations and day-to-day financial demands, with the ability to direct HH’s resources, including the efforts of other team members and their Family Advisory System℠, to help them to continue to secure their goals.

Education

• Stanford University

  BA

  1973