Dan Trumbower | Source | Senior Wealth Advisor at Halpern Financial
Dan Trumbower
Senior Wealth Advisor at Halpern Financial
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Halpern Financial's fee-only, independent, fiduciary structure and the fact that they have specialists in every area of financial planning was a huge draw for me. I'm looking forward to the firm's streamlined environment so I can use my time in areas where I excel.
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articleDaniel Trumbower, CFP® Joins Advisory Team at Halpern Financial | Markets InsiderROCKVILLE, Md., Oct. 7, 2019 /PRNewswire-PRWeb/ -- Dan Trumbower, CFP® has joined Halpern Financial, a fee-only, independent wealth management firm in the W...
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Halpern Financial (https://halpernfinancial.com)
Senior Wealth Advisor