Team
David Lieblich, CFP®, EA
Financial Advisor & Tax Specialist
347-765-1562
David Lieblich is a CERTIFIED FINANCIAL PLANNER® Professional and Enrolled Agent (EA) with a passion for helping individuals and families achieve their financial goals.
Malka Lieblich, CFP®
Financial Advisor / Accountant
347-765-1562
Malka Lieblich is a CERTIFIED FINANCIAL PLANNER® professional and Accountant, renowned for her expertise in comprehensive financial planning and tax planning.
Sara Mayteles
Front Desk Coordinator
347-765-1562
Sara Mayteles is the accomplished administrative professional at Lieblich Financial Services.
Joseph (Yossi) Weber
Financial Advisor
347-765-1562