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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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


Designations & Certifications


Broker-Dealer Affiliation


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


Helpful Financial Planning Resources