David is a Certified Financial Planner™(CFP®) and an Enrolled Agent (EA). He graduated from Brooklyn College with a Bachelor’s Degree in Business Administration with a concentration in Finance & Investments.
David truly enjoys working with clients in helping them pursue their financial goals. From Education Planning, Retirement Planning, Estate Planning, Insurance Planning and Income Tax Planning. He believes in a goals based approach to financial planning. Our clients rave about David's unique ability to explain any complex tax topic. David enjoys educating others about the importance of a goals based financial plan through seminars and online webinars.
During Tax season, you can find him working on both client's financial planning and tax planning needs. He is passionate about helping his clients pursue their financial goals, and loves what he does.
In his spare time David is an Active member of the National Stuttering Association, where he is co-chair of the Young Adults Committee which organizes an annual conference for people who stutter.
Investment and financial planning services are offered by David Lieblich through his affiliation with Avantax.