Andrei Hall

America's Retirement
Asset Distribution Professional

Serving affluent individuals, families, business owners, retirees, corporate executives, senior professionals, celebrities, and athletes with a net worth of over $2 million

Events

OC Community Event: Caregiving Crisis In America: Supporting Your Loved One Without Breaking The Bank

March 7, 2024 6:00 PM
Thursday

Tips for women to maximize their Social Security benefits and potentially receive the highest payout

The Gift Of A Lifetime: Creating & leaving a lasting legacy with life insurance

Windfall Elimination Provision & the Government Pension Offset

Most financial advisors don’t take taxes seriously

In a world where taxes are left in a lonely lane, Andrei Hall drives in that lane and takes great pride by specializing in Tax Management and Retirement Distribution Planning.

Investment
Management
Tax Management &
Retirement Distribution
Retirement &
Financial Planning

What We Do

Providing some of the most personalized and comprehensive range of financial services available

Taxes
Retirement Planning
Financial Planning
College Planning
Estate Planning
Investments
Insurance
Real Estate
Business Planning
Philanthropic Efforts

Meet Andrei Hall

Amercia's Retirement Asset Distribution Professional

Learn more about Andrei
18 years experience

18 years’ experience in wealth management for C-level executives,  retirees, celebrities, and business owners

IRA Industry Leader

Ed Slott’s Master Elite IRA Advisor Member - Invite only organization of financial advisors who are leaders in the IRA industry.

Executive Experience

Former Vice President at a Fortune 100 Company, corporate officer, business owner, and real estate investor.

Holistic Approach

Andrei has been in your shoes and we understand that creating and having wealth is more than just having money.

Let's get to your next destination and enjoy the journey

How It Works

Andrei's Approach

We take a hands-on approach to financial guidance and always put your interests first. We get to know you, listen to your needs and use our professional experience to formulate a personalized financial management strategy.

01

IDENTIFY AND PRIORITIZE GOALS

Meet with Andrei and discuss how you envision your life & what you currently have implemented to get there

02

GATHER FACT & FEELING DATA

Based on your personal visions & current situation Andrei will put together a plan utilizing Hall Wealth Management’s cutting edge software, available data & knowledge to determine potential ways to make your vision come true.

03

ORGANIZING YOUR TEAM

With over 18 years of experience, we have the knowledge and network to put together a team and ensure your future is successful.

04

BUILD PERSONAL FINANCIAL PLAN

Andrei now acts as a fiduciary, analyzing your budgets, investments, insurance, taxes, retirement, college education, and estate plan.

05

WORLD-CLASS SERVICE

Your vision is our goal to achieve. Our world-class service includes our world-class network of specialist to add to your team and ensure success.

06

REFER FRIENDS, FAMILY, AND CO-WORKERS

The best compliment Andrei could ever receive is an new opportunity to help

What can you afford to lose?

Built using a Nobel Prize winning framework Riskalyze tells you everything about your financial risks.

5 minutes of your time and together we can take the guesswork out of your financial future.