Asher Lieblich has been involved in the financial, insurance and accounting industries since 1976 as a Certified Public Accountant and a Certified Financial Planner™.
Asher Lieblich is the principal in a Brooklyn, New York-based Certified Public Accounting firm as well as the financial services firm, Lieblich Financial Services, since 1976. His firm works with clients throughout the world. His areas of focus are in retirement, estate, and tax planning for his clientele of business owners, professional, high net-worth individuals and retirees committed to becoming financially independent.
Asher graduated from Brooklyn College with a Bachelor’s degree in accounting and proceeded to earn a Master of Business Administration (MBA) in taxation from Long Island University. He is a Certified Public Accountant (CPA) and a member of the New York State Society of Certified Public Accountants. Asher is also a Certified Financial PlannerTM (CFP®). He holds a Series 7 - General Securities Representative License, and has been a registered representative and adviser representative with Avantax since 1990.
Through consistent effort and a reputation for outstanding service, he has built a solid base of satisfied clients. His wide experience in the technical areas of financial, investment and tax planning enables Asher to evaluate each client’s current needs and long-term goals, and then formulate a strategy to pursue them.
Asher brings with him over forty years of working as a CPA, with a focus on tax planning and preparation, and business consulting. As a financial planner he specializes in trust, estate and retirement income planning. He has previously been a columnist for the Jewish Press on financial matters, an advocate for promoting financial literacy, especially among young adults, and has lectured in many schools and civic organizations.
Asher is the author of the book THE GIFT OF WEALTH. The book provides readers with a practical approach to forming an investment strategy that can help them grow their money at the pre-retirement accumulation stage and provide income during retirement.
He leads an inspired life rich in challenges and rewards. Away from the office, you’ll find him with his family, reading, or at the Table Tennis Club (still playing after winning his collegiate table tennis doubles championship at the City University of New York) and is involved in charitable activities including serving on the boards of a number of charitable organizations.
Investment and financial planning services are offered by Asher Lieblich through his affiliation with Avantax. Investments are subject to market risks including the potential loss of principal invested.