Joshua Halpern, CFP , ChFC, CLU, CRPC

Services Offered

• Financial planning
• Investment management
• Retirement planning
• Wealth accumulation
• Risk management

About

Joshua Halpern is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Chartered Retirement Planning Counselor (CRPC) based in Rockville, Maryland. He provides comprehensive financial planning and investment management services to individuals and families in the local area. His expertise includes retirement planning, risk management, and wealth accumulation strategies. Joshua is dedicated to helping clients achieve their financial goals through personalized guidance and tailored strategies.

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