David Leone Overview
- Company
- Halpern Financia...
- Primary Position
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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
David Leone FAQs
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Who is David Leone?
Mr. David Leone served as Wealth Planner at Halpern Financial.
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How much does David Leone typically invest?
David Leone's median deal size is
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What is David Leone’s main position?
David Leone’s primary position is Wealth Planner.
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