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Halpern Financial is Growing Thumbnail

Halpern Financial is Growing

This summer has been a very productive one, as we have two new additions to your Halpern Financial team! We are excited to expand our capacity to provide even more personalized service to you.

Jennifer Davis, CFP ®

Planning Consultant as of August 2015 

Next time you are set to review your retirement plans or college savings projections, you may be speaking with our newest addition, Jennifer Davis (not to be confused with Jennifer Wood, our Office Manager). She is an experienced Certified Financial Planner™ professional who holds an Executive Certificate in Financial Planning from Georgetown University and a degree in Finance with a minor in Philosophy from the University of Maryland. We look forward to her fresh ideas and expertise as we expand and develop our financial consulting team.

Carla LaFleur

Communications and Public Relations Coordinator as of June 2015 

You may have already noticed Carla’s name on a few emails updating you on recent news from Greece and China, and now you can look forward to even more analysis from the Halpern perspective on what important market events mean for you. A former editor of investment newsletters and freelance writer, Carla has a passion for making financial topics interesting and easy to understand. She has a hand in everything from press liaisons to client deliverables, and promotes Halpern’s brand through a range of media outlets. She holds an English degree with a minor in Spanish from the University of Maryland.



Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by Halpern Financial, Inc.), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from Halpern Financial, Inc.. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. Halpern Financial, Inc. is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of the Halpern Financial, Inc.’s current written disclosure statement discussing our advisory services and fees is available for review upon request.