A complete list of active advisors currently associated with Halberstadt Financial Consultants Inc

Warmer can help you find a great advisor at Halberstadt Financial Consultants Inc or one who fits your needs even better.

Halberstadt Financial provides investment management, financial planning and consulting to individuals — including high‑net‑worth clients — as well as a range of institutional and business clients such as pension and profit‑sharing plans, trusts, estates, charitable organizations and corporations. The firm manages client portfolios on both discretionary and non‑discretionary bases and performs ongoing monitoring with periodic account reviews. The firm develops personalized investment policies through interviews and constructs portfolios using individual equities, bonds, exchange‑traded funds and mutual funds, selecting funds based on performance history, manager track record, sector, objectives, style and fee structure. Clients may impose reasonable investment restrictions, and the adviser may recommend short‑term trading, short sales, margin or option strategies when consistent with a client’s stated risk tolerance. Notably for a small team, the principal is a licensed CPA who provides tax preparation services for separate compensation, and an advisor operates a separate insurance services business and acts as a licensed insurance producer who may recommend commission‑based insurance products. The investment team also includes a Chartered Market Technician as chief investment strategist, and the firm’s mix of individual, corporate and institutional clients — including insurance‑related entities — is less typical among peer team advisers.

To learn more about the advisors currently working at Halberstadt Financial Consultants Inc, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Barbara Cavagnaro	Princeton, NJ	7
Daniel Walter	Princeton, NJ	3
David Walter	Princeton, NJ	23
Jeremiah Walter	Princeton, NJ	7

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