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 Experience

Halpern Financial is a fee-only fiduciary providing unbiased advice for the large and small financial decisions faced by high net worth individuals and families. As a Halpern Financial client, you will enjoy the sum of our team’s talents in financial consulting, portfolio management, and personal finance education over a lifetime, from optimizing your retirement saving to creating a legacy for generations to come. Dan Trumbower finds it incredibly fulfilling to meet with Halpern Financial clients one on one. He enjoys listening to each client’s financial goals and concerns, and then providing solutions to help them grow and preserve their wealth. He has special expertise in: ?Financial planning and wealth management for key executives of large corporations. ?Tax-efficient diversification of concentrated stock positions. ?Restricted stock awards. ?NQ and ISO option exercise strategies. ?NUA distribution technique from employer savings plans. ?Collaborating with tax professionals and attorneys to serve my clients. ?Customized tax efficient portfolio strategies designed to fit each client’s individual situation. ?Fixed income and options trading. Dan received a BSBA in Finance from Coastal Carolina University, and is a CFP® professional. 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). Dan has been a member of the Financial Planning Association of the National Capital Area for over a decade.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

Fidelity

Financial Advisor's Specialties

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

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