Aaron  Clarke,  CFP<sup>&reg;</sup> - Financial Advisor

Aaron Clarke, CFP®

Financial Planner

Halpern Financial, Inc.

20365 Exchange Street, Suite 200
Ashburn, VA 20147

Halpern Financial, Inc.

11 N. Washington Street, Suite # 720
Rockville, MD 20850
FINANCIAL ADVISOR'S WEBSITE
(240) 268-1000 CONNECT WITH Aaron
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General

Aaron Clarke is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Halpern Financial, Inc. in Ashburn, VA and the surrounding communities.

Financial Advisor Experience

As a Wealth Advisor for Halpern Financial, Inc., Aaron directly engages with clients to help them identify short- and long-term life and family goals. He applies his knowledge and expertise from past experiences to develop advanced estate planning, tax management, investment, and retirement income strategies. At his previous firm, Aaron was entrusted to develop clients’ financial planning strategies to account for LLC and trust entities with complex ownership and tax issues. For each individual case, he accounted for real estate assets alongside the necessary investment objectives to create retirement income while generating a wealth legacy for other family members. Aaron obtained a Bachelor of Applied Science in Applied Economic Management with a concentration in Financial Planning from Virginia Tech in 2014, and became a CERTIFIED FINANCIAL PLANNER™ professional in 2016. The CFP® designation is a mark of distinction for the individuals who have met the education, examination, experience and ethics standards established by the Certified Financial Planners Board of Standards (CFP Board).

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer

Halpern Financial Inc., have avoided creating conflict of interests by refusing to create affiliations with Broker Dealers, Insurance companies, Banks, or other firms who have lower ethical and regulatory requirements than the team at Halpern Financial, Inc. stands for.

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Annuities, Charitable & Planned Giving, Asset Allocation, Career Change, Business Taxes, Corporate Finance, Estate Planning, Investment Management, Limited Partnerships, Employee Benefits, Mutual Funds, Irregular Income, Real Estate, Insurance, Retirement, Tangible Assets, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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