David C. Lehmann,  CFP<sup>&reg;</sup> - Financial Advisor

David C. Lehmann, CFP®

CPA/PFS

Geller & Lehmann, LLC

106 Old Court Road, Ste 202
Baltimore, MD 21208
FINANCIAL ADVISOR'S WEBSITE
(410) 583-5540

General

David Lehmann is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Geller & Lehmann, LLC in Baltimore, MD and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Public Accountant (CPA)
  • Personal Financial Specialist (PFS)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Asset Allocation, Estate Planning, Investment Management, Limited Partnerships, Insurance, Retirement, Long-term Care, Sudden Wealth, Personal Taxes

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