Robert Halbreiner
Saint Joseph's University, Class of 2015
From Glen Cove, NY
From Glen Cove, NY
Robert Douglas Halbreiner is a Financial Advisor with 3 Dimensional Wealth Advisory, LLC located in Locust Valley, NY. A resident of Newtown, Bucks County, for the majority of his life, Doug went on to obtain his B.S. degree in Mathematics from Saint Joseph's University in Philadelphia, PA. He is currently attending the Haub School of Business at Saint Joseph's University where he will complete his Masters in Business Administration with a concentration in Finance.
As a Financial Advisor, Doug focuses his time and efforts on providing financial advice to families, future retirees, and small businesses. Through asset allocation, income protection, estate planning strategies, and wealth preservation strategies, Doug is able to help his clients prepare for their futures on a continuous basis.
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Local Student Named to Beta Gamma Sigma, Business Honor Society
Robert Halbreiner of Glen Cove, NY (11542-3202), was inducted into Saint Joseph's University's chapter of Beta Gamma Sigma (BGS), an international honor society for business, on Sunday, April 19. I...
April, 30 2015 - Saint Joseph's University
Financial Advisor at 3 Dimensional Wealth Advisory, LLC
The mission of 3 Dimensional Wealth Advisory, is to help create, perpetuate, and preserve the values and valuables of families in perpetuity. 3DWA is a "Total Wealth" management firm with a unique approach to financial planning. By redefining wealth in 3 dimensions, one must look beyond the traditional (1 dimensional) approaches to managing financial wealth, and incorporate one’s personal and social wealth. Formerly Diefendorf Capital Planning Associates, in February 2014, CEO Roey Diefendorf removed the family name from the business after 139 years. This decision was the culmination of a 7 year planning process which ultimately led to the realization that what we are working on today is much bigger than Diefendorf. Our profound incorporation of values based planning will provide a practical path for preparing heirs to create, protect and preserve their own 3 Dimensional Wealth - a practice we expect will continue to grow for the next 139 years.
July 2014 - Present
