David Leone (CFP®, CIMA®)

David Leone focuses in the
following client markets or areas of practice:

Business Owners

Cash Flow/Budgets/Credit Issues

Charitable Giving

College/Education Planning

Entrepreneurs

Estate & Generational Planning Issues

Planning Specialties

As a wealth advisor at Halpern Financial, I seek to identify opportunities within wealth planning and investment management to provide clients with an efficient and suitable path forward in achieving their financial goals. Proud to be a fiduciary and passionate in discovering, validating and illustrating opportunities, I strive to deliver value to every client.