David Leone Overview

  • Primary Position
  • Wealth Planner

David Leone General Information

Biography

Mr. David Leone served as Wealth Planner at Halpern Financial. He joins the Halpern Financial Planning Team with almost a decade of financial services industry experience in planning, portfolio construction, insurance, securities, and risk management. David earned his Certified Investment Management Analyst (CIMA®) designation at Wharton and graduated from Rutgers University in 2011 with a Bachelor's Degree in Political Science.

Contact Information

Primary Position
Wealth Planner, Halpern Financial
Education
Rutgers University, New Brunswick, Bachelor's
Gender
Male

David Leone FAQs

  • Who is David Leone?

    Mr. David Leone served as Wealth Planner at Halpern Financial.

  • How much does David Leone typically invest?

    David Leone's median deal size is .

  • What is David Leone’s main position?

    David Leone’s primary position is Wealth Planner.

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