Bethesda, Maryland
Hali London
Senior Wealth Advisor
Hali is a financial planner with more than 30 years experience. Hali’s approach centers on creating a comfortable environment where clients can have honest, friendly conversations about their finances—similar to speaking with a financially savvy friend, without any sales pressure. At Compound Planning, her focus is on helping clients, some she has been working with for decades, maximize the depth of services beyond investment management offered at Compound that are valuable for their unique financial landscape. Armed with a CFP, ChFEB (federal employee benefits) and CFT-1 (Certified Financial Therapist Level 1) and an MBA in Finance, she ...
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Experience
Motley Fool Wealth Management
4.5 years
Facet Wealth
3 years
Hali Browne London RIA
20 years
Qualifications
Boston University
Sociology, BS
University of Maryland
MBA, Financial Management
CERTIFIED FINANCIAL PLANNER® Practitioner
CFP®
Chartered Federal Employee Benefits Consultant
ChFEBC
Certified Financial Therapist Level 1
CFT-1
Specialities
Financial planning
Behavioral finance
Professionals
Retirees
Disclaimer: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
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