Ted S. Halpern
(AAMS, AWMA, CRPC, RFC)
This advisor specializes in the following areas of expertise:
- Advising Medical Professionals
- High Net Worth Client Needs
- Planning Issues for Business Owners
Our mission is to empower clients toward financial security and peace of mind. We accomplish this by assisting our clients in defining, quantifying and prioritizing their objectives and goals for success. We then help our clients achieve financial success according to these goals by establishing a framework for action and a timeline for achievement. All of this is accomplished with a tailored professional and comprehensive strategy for success.
In achieving our mission, we conduct our business with specific responsibilities in mind. It is our client’s money we manage. Our clients deserve exceptional service at all levels. We respect all of our client’s wishes while maintaining our investment discipline. We respect our strategic alliances and reward our clients with proven success.
NAPFA Start Date
August 24, 2009
Industry Start Date
November 01, 1992