Halpern Financial, Inc.
Halpern Financial, Inc. (CRD# 108822) is a financial advisory firm headquartered in Ashburn, VA. They manage $1,098,485,138 in 1,332 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management1,098MILLION
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Total Number of Accounts1,332ACCOUNTS
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Average Account Value$824,689
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
CA, DC, FL, LA, MD, NC, NH, NJ, NY, PA, SC, TX, VA
Jennifer Davis (CRD# 6372479) is an Investment Advisor Representative working at Halpern Financial, Inc. in Ashburn, VA and has 1 year of experience in the finance industry.
Ted Halpern (CRD# 2152322) is the Founder and President of Halpern Financial, a fee-only, independent, fiduciary wealth management firm serving clients nationwide from our offices in the Washington, D.C. area.
Ted is directly involved in developing and implementing wealth management strategies for affluent families and closely held businesses. He serves as Director of the firm's Investment Research Team and oversees the asset allocation process. Ted believes in educating our clients toward a logical path of wealth accumulation. Since establishing Halpern Financial in 1991 he has drawn his inspiration from motivating clients to achieve their financial goals.
Ted holds a degree in Finance from the University of Maryland. He is an SEC Registered Investment Advisor, a NAPFA-Registered Financial Advisor, an Accredited Asset Management Specialist (AAMS), a Chartered Retirement Planning Counselor (CRPC), an Accredited Wealth Management Advisor (AWMA) and a Registered Financial Consultant (RFC). He is a member of the Financial Planning Association, the International Association of Registered Financial Consultants and the National Association of Personal Financial Advisors (NAPFA).
In 2019, Ted Halpern earned the AIF® designation. Attainment of the AIF designation demonstrates understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
Ted is a dedicated husband and father. He and his wife Bethe live in Leesburg with their twins Jack and Lauren and their dog Einstein.
Kirsty Peev (CRD# 5781862) is an Investment Advisor Representative working at Halpern Financial, Inc. in Ashburn, VA and has 1 year of experience in the finance industry.
Melissa Sotudeh (CRD# 5126723) is an Investment Advisor Representative working at Halpern Financial, Inc. in Rockville, MD and has been in the advisory industry since 2009. Melissa Sotudeh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Melissa Sotudeh is also an Accredited Investment Fiduciary™ professional. Attainment of the AIF designation demonstrates understanding of the principles of fiduciary duty, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibility.
As the Director of Advisory Services and a Senior Wealth Advisor at Halpern Financial, Melissa Sotudeh ensures our clients receive a routinely high-quality level of wealth management guidance from every member of our advisory team. She leads our advisory team on best practices in developing and implementing wealth management strategies to be applied consistently to all our clients. Melissa has extensive financial experience in the development of retirement, investment, tax management and estate planning strategies.
Daniel Trumbower (CRD# 4487190) is an Investment Advisor Representative working at Halpern Financial, Inc. in Rockville, MD and has over 17 years of experience in the finance industry. Daniel Trumbower has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Cody James (CRD# 7524034) is an Investment Advisor Representative working at Halpern Financial, Inc. in Ashburn, VA and has 1 year of experience in the finance industry.
David Leone (CRD# 5737854) is an Investment Advisor Representative working at Halpern Financial, Inc. in Ashburn, VA and has over 9 years of experience in the finance industry.