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David Lieblich, CFP®, EA

David Lieblich, CFP®, EA

Financial Advisor & Tax Specialist

David Lieblich is a Certified Financial Planner™ Professional (CFP®) and Enrolled Agent (EA) with a passion for helping individuals and families achieve their financial goals. As a partner at Lieblich Financial Services, David brings over 10 years of experience in the financial industry, specializing in Financial Planning, Estate Planning, and Tax Planning. He holds several professional licenses including Series 6, 7, 63, and 65 from the Financial Industry Regulatory Authority (FINRA).

David earned his bachelor's degree in Finance & Investments from Brooklyn College, where he developed a solid foundation in financial management and investment strategies. He is known for his comprehensive approach to financial planning, taking into consideration each client's unique financial situation and goals.

As a financial advisor, David takes pride in helping his clients build a sound financial plan that encompasses retirement planning, estate planning, wealth management, and tax preparation and planning. He believes in empowering his clients with the knowledge and tools to make informed financial decisions that align with their long-term goals. In addition to working with clients one-on-one, David also enjoys educating others about the importance of a goals-based financial plan through various seminars and online webinars.

In addition to his professional achievements, David is also actively involved in supporting the stuttering community. As a person who stutters himself, he collaborates with the National Stuttering Association to raise awareness and provide support to those who face challenges with speech fluency.

Outside of his work, David enjoys spending quality time with his wife and three children, and they love to travel together as a family. He is also an avid tennis player, combining his love for sports and physical fitness with his passion for financial planning.

With his expertise in financial planning and dedication to helping others, David Lieblich, as a partner at Lieblich Financial Services, is committed to guiding his clients on their journey towards financial success and security, while also educating others about the importance of a goals-based financial plan.