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Melissa Sotudeh, CFP, shares how meeting Carla LaFleur, now our Communications and PR Coordinator, has helped the firm.
Bottom line, says Sotudeh, “rather than the advisor stretching him- or herself thin, our approach at Halpern Financial allows the portfolio manager to manage the portfolio, the advisor to advise clients, and the writer to tell the firm’s story.”
This week the blog is going to the dogs!
Carla LaFleur shares how she broke into the field of fee-only financial planning through networking.
There are a few skills our resident millennials Jennifer Davis, CFP® and Carla LaFleur recommend for this year’s batch of graduates—so if you have a new grad at home, or you know of someone who does, pass this article along!
Here are simple steps you can take to protect yourself from fraud.
This summer has been a very productive one, as we have two new additions to your Halpern Financial team!