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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.

NAPFA Start Date

April 11, 2024

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

11 N Washington St #720 Rockville, MD 20850-1737 Phone: (240) 268-1000 Fax: (240) 268-6906
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Other Offices

20365 Exchange St Ste 200 Ashburn, VA 20147-5929 Phone: (240) 268-1000
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