Daniel J. Trumbower,  CFP<sup>&reg;</sup> - Financial Advisor

Daniel J. Trumbower, CFP®

Sr. Wealth Advisor

Halpern Financial, Inc.

11 N Washington ST, Ste 720
Rockville, Maryland 20850-4222
(240) 268-1000 CONNECT WITH Daniel
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General

Daniel Trumbower is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Halpern Financial, Inc. in Rockville, Maryland and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

Fidelity

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Disaster Recovery, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Identity Theft, Insurance, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Medical & Health Issues, Men's Finances, Personal Taxes

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