Haley Modlin (CFP®)

Haley Modlin focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

NAPFA Start Date

July 02, 2020

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This Office

5438 Wade Park Blvd, Suite 310 Raleigh, NC 27607 Phone: (919) 851-8200 Fax: 888-494-7878