Joseph (Yossi) Weber is a Financial Advisor at Lieblich Financial Services, where he helps individuals and families build clarity, confidence, and direction around their financial lives through thoughtful, strategy-driven planning.
Yossi specializes in comprehensive financial planning, investment and portfolio management, retirement planning, tax-aware strategies coordinated with CPAs, estate and legacy planning, and risk management. His approach is grounded in disciplined, long-term investing and structured planning — focused on growing wealth responsibly while scaling and mitigating risk.
He believes that great planning starts with understanding the full picture: a client’s goals, values, family priorities, and long-term vision. From there, Yossi develops customized strategies designed to simplify complex decisions and align their financial strategies with a clear purpose.”
Known for his calm, straightforward communication style, Yossi focuses on education, transparency, and building long-term partnerships. His mission is to serve as a trusted guide — helping clients make confident decisions today while steadily working toward financial independence and lasting security.