Kirsty Peev

Director, Portfolio Management at Halpern Financial, Inc. - Ashburn, VA, US

Kirsty Peev's Contact Details
HQ
240-268-6906
Location
Rockville, Maryland, United States
Company
Halpern Financial, Inc.
Kirsty Peev's Company Details
Halpern Financial, Inc. logo, Halpern Financial, Inc. contact details

Halpern Financial, Inc.

Ashburn, VA, US • 20 - 49 Employees
Financial Services

Halpern Financial, Inc. is a fee-only, independent Registered Investment Advisory firm, founded with the uncompromising commitment to guiding our clients toward personal and financial success in an unbiased and transparent manner. We adhere to a disciplined investment methodology and develop personalized wealth management solutions to accumulate and protect the wealth of our clients. For each of our clients we strive to create financial stability and security, putting clients in control of their financial lives.We have earned a reputation for excellence in our industry and have been repeatedly recognized among the nation's top wealth advisors by various national publications*. As a NAPFA-Registered Financial Advisor, we adhere to the industry's most demanding practice requirements and meet NAPFA's (National Association of Personal Financial Advisors) rigorous standards. Our team approach employs independently certified professionals with advanced designations who are genuinely dedicated to the highest level of client service. We add value to the client relationship by ensuring objectivity through our fee-only business model, coordinating with your professional team, utilizing lower-cost institutional investments, and employing tax efficient strategies for client portfolios.

Portfolio management Financial consulting Investments Retirement plan Registered Investment Advisory Financial Services Financial Advisory Services
Details about Halpern Financial, Inc.
Frequently Asked Questions about Kirsty Peev
Kirsty Peev currently works for Halpern Financial, Inc..
Kirsty Peev's role at Halpern Financial, Inc. is Director, Portfolio Management.
Kirsty Peev's email address is ***@halpernfinancial.com. To view Kirsty Peev's full email address, please signup to ConnectPlex.
Kirsty Peev works in the Financial Services industry.
Kirsty Peev's colleagues at Halpern Financial, Inc. are Nisha Patel, Jennifer M., Lindsie Frase, Aaron Clarke, Cody James, Jennifer Wood, Jennifer Cfp and others.
Kirsty Peev's phone number is 240-268-6906
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